Mckinley Carter Wealth Services, Inc.
Mckinley Carter Wealth Services, Inc. (CRD# 135184) is a financial advisory firm headquartered in Wheeling, WV. They manage $2,260,993,682 in 5,211 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management2,261MILLION
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Total Number of Accounts5,211ACCOUNTS
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Average Account Value$433,889
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV
John Slicer (CRD# 5346763) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 16 years of experience in the finance industry.
Suzette Smith (CRD# 4383065) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 19 years of experience in the finance industry.
Nicholas Stebner (CRD# 5944361) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Miamisburg, OH and has 1 year of experience in the finance industry.
Steven Tardy (CRD# 5693336) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 14 years of experience in the finance industry.
Kathy White (CRD# 5823242) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 13 years of experience in the finance industry.
John Binz (CRD# 7116198) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wexford, PA and has over 4 years of experience in the finance industry.
Matthew Epling (CRD# 7870884) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has 1 year of experience in the finance industry.
Jarrett Fair (CRD# 7660086) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wexford, PA and has 1 year of experience in the finance industry.
Adam Headley (CRD# 7742345) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Dayton, OH and has 1 year of experience in the finance industry.
James O'brien (CRD# 7486998) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Wheeling, WV and has over 2 years of experience in the finance industry.