Unclaimed Profile

William Walden Carter

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

Clean recordMCKINLEY CARTER WEALTH SERVICES, INC.

2100 MARKET STREET, WHEELING, WV 26003CRD# 4377462Firm CRD# 135184

Profile Verification

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

Identity

William Walden Carter · WHEELING, WV

Registration

CRD #4377462 · MCKINLEY CARTER WEALTH SERVICES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

William Walden Carter 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MCKINLEY CARTER WEALTH SERVICES, INC.

AUM

$2.3B

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4377462

Firm CRD# 135184

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Frequently Asked Questions

What services does William Walden Carter offer?

William Walden Carter specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHEELING, West Virginia for a consultation.

What are William Walden Carter's credentials?

William Walden Carter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Walden Carter located?

William Walden Carter 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 William Walden Carter charge for services?

William Walden Carter'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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