Unclaimed Profile

William R Shipley

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

Series 65Clean record10 years registeredMCKINLEY CARTER WEALTH SERVICES, INC.

2100 MARKET STREET, WHEELING, WV 26003CRD# 6041007Firm CRD# 135184

Profile Verification

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

Identity

William R Shipley · WHEELING, WV

Registration

CRD #6041007 · MCKINLEY CARTER WEALTH SERVICES, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCKINLEY CARTER WEALTH SERVICES, INC.

MCKINLEY CARTER WEALTH SERVICES, INC.

Jan 2016 – Apr 2018

Wexford, PA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 1, 2016

Years registered · 10

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 William R Shipley offer?

William R Shipley specializes in Financial Planning, Investment Management, Wealth Management.

What are William R Shipley's credentials?

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

Where is William R Shipley located?

William R Shipley is based in WHEELING, West Virginia, last registered with MCKINLEY CARTER WEALTH SERVICES, INC..

How does William R Shipley charge for services?

William R Shipley'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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