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Financial ADVSR advisor directory · SEC adviser records

McKinley Carter Wealth Services, Inc. financial advisors in Charleston, WV

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

The short answer

4 registered advisors work at McKinley Carter Wealth Services, Inc. in Charleston, out of 22 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

McKinley Carter Wealth Services, Inc. advisors in Charleston, 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 13Miamisburg, OH 3Wexford, PA 2

Other firms in Charleston

All Charleston advisors →

Morgan Stanley 28Ameriprise Financial Services, LLC 17Merrill Lynch, Pierce, Fenner & Smith Incorporated 15Truist Advisory Services, Inc. 15Wells Fargo Clearing Services, LLC 11Vandalia Wealth 7Axxcess Wealth Management, LLC 5Equitable Advisors, LLC 5Focus Partners Wealth, LLC 5Ntv Asset Management, LLC 5Janney Montgomery Scott LLC 4Wealth Enhancement Advisory Services, LLC 4

Questions

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

4 investment adviser representatives are registered at McKinley Carter Wealth Services, Inc. offices in Charleston, West Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 22 nationwide. 0 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 Charleston?

McKinley Carter Wealth Services, Inc. ranks number 12 in Charleston by registered advisors; Morgan Stanley has the most, with 28.

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

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.