Unclaimed Profile

Cindy Samosky Mcghee

ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC·CHARLESTON, West Virginia

Series 7, Series 24, Series 27, Series 66Clean record20 years registeredARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC

101 WASHINGTON STREET, EAST, CHARLESTON, WV 25301CRD# 4199711Firm CRD# 119092

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cindy Samosky Mcghee · CHARLESTON, WV

Registration

CRD #4199711 · ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC · 20 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Aug 2018 – Nov 2024

CHARLESTON, WV

ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC

Aug 2005 – Aug 2018

CHARLESTON, WV

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 27

Series 66

Registration record

First registered · August 23, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC

CRD 119092 · SEC 801-64383

AUM

$361M

Regulatory assets under management

Employees

723 client accounts

Services offered by ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Cindy Samosky Mcghee offer?

Cindy Samosky Mcghee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLESTON, West Virginia for a consultation.

What are Cindy Samosky Mcghee's credentials?

Cindy Samosky Mcghee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cindy Samosky Mcghee located?

Cindy Samosky Mcghee is based in CHARLESTON, West Virginia, working with ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.

How does Cindy Samosky Mcghee charge for services?

Cindy Samosky Mcghee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC?

ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC has approximately 7 employees and manages $361M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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