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Arthur Lawrence Crimmins

MCKINLEY CARTER WEALTH SERVICES, INC.·WHEELING, West Virginia
Series 65Clean record19 years registeredMCKINLEY CARTER WEALTH SERVICES, INC.
2100 MARKET STREET, WHEELING, WV 26003CRD# 5190818Firm CRD# 135184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arthur Lawrence Crimmins · WHEELING, WV
Registration
CRD #5190818 · MCKINLEY CARTER WEALTH SERVICES, INC. · 19 years registered
Brand Profile
Not yet started
01

Career History

MCKINLEY CARTER WEALTH SERVICES, INC.
Oct 2007 – present
KANAWHA ASSET MANAGEMENT
May 2007 – Sep 2008
CHARLESTON, WV
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 10, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MCKINLEY CARTER WEALTH SERVICES, INC.
CRD 135184 · SEC 801-64584
AUM
$2.3B
Regulatory assets under management
Employees
48
5,211 client accounts
Services offered by MCKINLEY CARTER WEALTH SERVICES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MCKINLEY CARTER WEALTH SERVICES, INC. →
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05

Frequently Asked Questions

What services does Arthur Lawrence Crimmins offer?
Arthur Lawrence Crimmins specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEELING, West Virginia for a consultation.
What are Arthur Lawrence Crimmins's credentials?
Arthur Lawrence Crimmins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arthur Lawrence Crimmins located?
Arthur Lawrence Crimmins is based in WHEELING, West Virginia, working with MCKINLEY CARTER WEALTH SERVICES, INC.. Their office serves clients in the WHEELING metropolitan area and surrounding communities.
How does Arthur Lawrence Crimmins charge for services?
Arthur Lawrence Crimmins'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 MCKINLEY CARTER WEALTH SERVICES, INC.?
MCKINLEY CARTER WEALTH SERVICES, INC. has approximately 48 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MCKINLEY CARTER WEALTH SERVICES, INC.

Brian Ross Lipton
WHEELING, WV
John James Binz
WHEELING, WV
William R Shipley
WHEELING, WV
Frederic Howells Tipper
WHEELING, WV
William Walden Carter
WHEELING, WV
David Holman Mckinley
WHEELING, WV

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