MCKINLEY CARTER WEALTH SERVICES, INC.

WHEELING, West Virginia·12 registered advisors·CRD# 135184
SEC# 801-645846304-230-2400
01

Firm Overview

AUM
$2.3B
Regulatory assets under management
Employees
48
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at MCKINLEY CARTER WEALTH SERVICES, INC.

12 registered advisors
Arthur Lawrence Crimmins
WHEELING, West Virginia
Brian Ross Lipton
WHEELING, West Virginia
Brian Tyrone Gongaware
WHEELING, West Virginia
David Holman Mckinley
WHEELING, West Virginia
Frederic Howells Tipper
WHEELING, West Virginia
John James Binz
WHEELING, West Virginia
Lori Beth Payne
WHEELING, West Virginia
Meredith Leigh Trischler
WHEELING, West Virginia
Tyrone Conway Phillippi
WHEELING, West Virginia
William R Shipley
WHEELING, West Virginia
William Walden Carter
WHEELING, West Virginia
Zachary Thomas Abraham
WHEELING, West Virginia
05

Office Locations

WHEELING, West Virginia
12 advisors

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Data sourced from SEC Form ADV filings. MCKINLEY CARTER WEALTH SERVICES, INC. (CRD# 135184) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.