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Financial ADVSR advisor directory · SEC adviser records

McKinley Carter Wealth Services, Inc. financial advisors in Miamisburg, OH

Every SEC-registered investment adviser representative at a McKinley Carter Wealth Services, Inc. office in Miamisburg, A to Z.

The short answer

3 registered advisors work at McKinley Carter Wealth Services, Inc. in Miamisburg, out of 22 at the firm nationwide; it ranks number 10 in the city by advisors. 3 list the CFP designation and 0 are also registered broker representatives.

McKinley Carter Wealth Services, Inc. advisors in Miamisburg, A to Z

Every McKinley Carter Wealth Services, Inc. advisor →

McKinley Carter Wealth Services, Inc. advisors in every city and state →McKinley Carter Wealth Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

McKinley Carter Wealth Services, Inc. advisors in other cities

Wheeling, WV 13Charleston, WV 4Wexford, PA 2

Other firms in Miamisburg

All Miamisburg advisors →

UBS Financial Services Inc. 45Merrill Lynch, Pierce, Fenner & Smith Incorporated 38Ameriprise Financial Services, LLC 28Wells Fargo Clearing Services, LLC 14Robert W. Baird & Co. Incorporated 12Stifel, Nicolaus & Company, Incorporated 9Eubel Brady & Suttman 8Charles Schwab & Co., Inc. 5Everhart Advisors 3Voya Financial Advisors, Inc. 3

Questions

How many financial advisors does McKinley Carter Wealth Services, Inc. have in Miamisburg?

3 investment adviser representatives are registered at McKinley Carter Wealth Services, Inc. offices in Miamisburg, Ohio, according to the SEC's Investment Adviser Public Disclosure records, out of 22 nationwide. 3 list the CFP designation and 0 are also registered as broker representatives.

Is McKinley Carter Wealth Services, Inc. one of the largest advisor employers in Miamisburg?

McKinley Carter Wealth Services, Inc. ranks number 10 in Miamisburg by registered advisors; UBS Financial Services Inc. has the most, with 45.

How do I check a McKinley Carter Wealth Services, Inc. advisor in Miamisburg?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the McKinley Carter Wealth Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.