Chief Administrative Officer · McKinley Carter Wealth Services, Inc.
Lori B. Payne
CRD 6466907 · Named on Form ADV at one SEC-registered adviser
At a glance
McKinley Carter Wealth Services, Inc., an SEC-registered wealth manager based in Wheeling, WV with $2.3 billion in regulatory assets, lists Lori B. Payne on its Form ADV as Chief Administrative Officer, a control person.
Firms and roles
- McKinley Carter Wealth Services, Inc.Chief Administrative OfficerWealth manager · Wheeling, WV · $2.3B in regulatory assets
AtlasMembers
Lori’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- David H. McKinleyPresident, Managing Director, Chief Executive Officer, McKinley Carter Wealth Services, Inc.
- Brian T. GongawareDirector of Growth, McKinley Carter Wealth Services, Inc.
- Meredith L. TrischlerController, McKinley Carter Wealth Services, Inc.
- Tyrone C. PhillippiDirector of Wealth Management, McKinley Carter Wealth Services, Inc.
- John J. BinzChief Compliance Officer, McKinley Carter Wealth Services, Inc.
1 more person named with Lori on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lori’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.