AdvisorOS Directory
Claim Profile
LP

Lori Beth Payne

MCKINLEY CARTER WEALTH SERVICES, INC.·WHEELING, West Virginia
Unclaimed Profile
2100 MARKET STREET, WHEELING, WV 26003CRD# 6466907Firm CRD# 135184
01

About

Lori Beth Payne is a registered financial advisor based in WHEELING, West Virginia, affiliated with MCKINLEY CARTER WEALTH SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MCKINLEY CARTER WEALTH SERVICES, INC.
MCKINLEY CARTER WEALTH SERVICES, INC.
AUM
$2.3B
Regulatory assets under management
Employees
48
Total firm employees
View all advisors at MCKINLEY CARTER WEALTH SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6466907
Firm CRD# 135184
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WHEELING?

Browse all registered financial advisors in WHEELING, West Virginia or claim this profile if it's yours.

Browse WHEELING AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Lori Beth Payne offer?
Lori Beth Payne specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEELING, West Virginia for a consultation.
What are Lori Beth Payne's credentials?
Lori Beth Payne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lori Beth Payne located?
Lori Beth Payne 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 Lori Beth Payne charge for services?
Lori Beth Payne'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WHEELING
Arthur Lawrence Crimmins — MCKINLEY CARTER WEALTH SERVICES, INC.Brian Tyrone Gongaware — MCKINLEY CARTER WEALTH SERVICES, INC.William R Shipley — MCKINLEY CARTER WEALTH SERVICES, INC.Frederic Howells Tipper — MCKINLEY CARTER WEALTH SERVICES, INC.David Holman Mckinley — MCKINLEY CARTER WEALTH SERVICES, INC.
Nearby cities in West Virginia
PARKERSBURG (17)CHARLESTON (13)HURRICANE (7)WEIRTON (4)SHEPHERDSTOWN (3)
City Guides
PARKERSBURG GuideCHARLESTON GuideHURRICANE GuideWEIRTON GuideSHEPHERDSTOWN Guide
Research
Advisor Fees in West VirginiaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile