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).

Current Firm Details
2100 Market Street, Wheeling, WV 26003
http://www.mckinleycarter.com
By the Numbers
  • Total Assets Under Management
    2,261
    MILLION
  • Total Number of Accounts
    5,211
    ACCOUNTS
  • Average Account Value
    $433,889
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Mckinley Carter Wealth Services, Inc.
Showing 31 - 33 of 33 top financial advisors.
31
William Oliver Iii, financial advisor Wheeling WV
William R. Oliver Iii
CRD#: 7451950
2100 Market Street, Wheeling, WV 26003

William Oliver Iii (CRD# 7451950) 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.

32
Jeffrey Stenhouse, financial advisor Charleston WV
Jeffrey Stenhouse
CRD#: 7361248
129 Summers St,, Suite 200, Charleston, WV 25301

Jeffrey Stenhouse (CRD# 7361248) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 3 years of experience in the finance industry.

33
David Wilcox, financial advisor Charleston WV
David P. Wilcox
CRD#: 6058991
129 Summers Street, Suite 200, Charleston, WV 25301

David Wilcox (CRD# 6058991) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 11 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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