Unclaimed Profile

John James Binz

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

Series 65Clean record7 years registeredMCKINLEY CARTER WEALTH SERVICES, INC.

2100 MARKET STREET, WHEELING, WV 26003CRD# 7116198Firm CRD# 135184

Profile Verification

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

Identity

John James Binz · WHEELING, WV

Registration

CRD #7116198 · MCKINLEY CARTER WEALTH SERVICES, INC. · 7 years registered

Brand Profile

Not yet started

Career History

MCKINLEY CARTER WEALTH SERVICES, INC.

Jun 2019 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 20, 2019

Years registered · 7

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 John James Binz offer?

John James Binz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEELING, West Virginia for a consultation.

What are John James Binz's credentials?

John James Binz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John James Binz located?

John James Binz 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 John James Binz charge for services?

John James Binz'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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