Unclaimed Profile

David Holman Mckinley

MCKINLEY CARTER WEALTH SERVICES, INC.·WHEELING, West Virginia

Series 7, Series 24, Series 53, Series 63, Series 65Clean record24 years registeredMCKINLEY CARTER WEALTH SERVICES, INC.

2100 MARKET STREET, WHEELING, WV 26003CRD# 2502011Firm CRD# 135184

Profile Verification

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

Identity

David Holman Mckinley · WHEELING, WV

Registration

CRD #2502011 · MCKINLEY CARTER WEALTH SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

MCKINLEY CARTER WEALTH SERVICES, INC.

Sep 2005 – present

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Nov 2003 – Sep 2005

WHEELING, WV

WACHOVIA SECURITIES, LLC

Jul 2003 – Oct 2003

WHEELING, WV

PRUDENTIAL SECURITIES INCORPORATED

May 2002 – Jul 2003

WHEELING, WV

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · May 2, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCKINLEY CARTER WEALTH SERVICES, INC.

CRD 135184 · SEC 801-64584

AUM

$2.3B

Regulatory assets under management

Employees

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. →

Introduction

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Frequently Asked Questions

What services does David Holman Mckinley offer?

David Holman Mckinley specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEELING, West Virginia for a consultation.

What are David Holman Mckinley's credentials?

David Holman Mckinley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Holman Mckinley located?

David Holman Mckinley 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 David Holman Mckinley charge for services?

David Holman Mckinley'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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