Financial ADVSR advisor directory · SEC adviser records
McKinley Carter Wealth Services, Inc. financial advisors in Wheeling, WV
Every SEC-registered investment adviser representative at a McKinley Carter Wealth Services, Inc. office in Wheeling, A to Z.
The short answer
13 registered advisors work at McKinley Carter Wealth Services, Inc. in Wheeling, out of 22 at the firm nationwide; it ranks number 2 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
McKinley Carter Wealth Services, Inc. advisors in Wheeling, A to Z
Every McKinley Carter Wealth Services, Inc. advisor →- Christopher J. BuckCertified Financial Planner
- William W. CarterInvestment adviser rep
- Arthur L. Crimmins Jr.Investment adviser rep
- Matthew T. EplingInvestment adviser rep
- Brian T. GongawareCertified Financial Planner
- David H. McKinleyCertified Financial Planner
- Teresa E. MichaelsCertified Financial Planner
- David P. NolanInvestment adviser rep
- James M. O'Brien IIInvestment adviser rep
- Tyrone C. PhillippiCertified Financial Planner
- John T. SlicerInvestment adviser rep
- Suzette M. SmithInvestment adviser rep
- John H. WilliamsCertified Financial Planner
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
Other firms in Wheeling
All Wheeling advisors →Wesbanco Securities, Inc. 20Hazlett, Burt & Watson, Inc. 10Wells Fargo Advisors Financial Network, LLC 7LPL Financial LLC 5Founders Financial Alliance, LLC 4Cetera Investment Advisers LLC 3Raymond James Financial Services Advisors, Inc. 3Wells Fargo Clearing Services, LLC 3
Questions
How many financial advisors does McKinley Carter Wealth Services, Inc. have in Wheeling?
13 investment adviser representatives are registered at McKinley Carter Wealth Services, Inc. offices in Wheeling, West Virginia, according to the SEC's Investment Adviser Public Disclosure records, out of 22 nationwide. 6 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 Wheeling?
McKinley Carter Wealth Services, Inc. ranks number 2 in Wheeling by registered advisors; Wesbanco Securities, Inc. has the most, with 20.
How do I check a McKinley Carter Wealth Services, Inc. advisor in Wheeling?
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.