Mckinley Carter Wealth Services Inc
Legal Name: MCKINLEY CARTER WEALTH SERVICES, INC.
Full Contact Details
Mckinley Carter Wealth Services Inc
2100 MARKET STREET, WHEELING, WV
304-230-2400
304-230-2401
Other Info
MCKINLEY CARTER WEALTH SERVICES, INC. is a West Virginia corporation with 37 employees, including 21 advisors, serving 15 clients. The firm is currently listed as approved by the U.S. Securities and Exchange Commission, and has been registered since August 4th, 2005.
McKinley Carter Wealth Services | Investment & Wealth Management and…
McKinley Carter Advisors are wealth management specialists working with individuals and organizations on their financial planning needs.
McKinley Carter Wealth Services | Investment & Wealth Management and…
McKinley Carter Advisors are wealth management specialists working with individuals and organizations on their financial planning needs.
McKinley Carter Wealth Services | Investment & Wealth Management and…
McKinley Carter Advisors are wealth management specialists working with individuals and organizations on their financial planning needs.
Direct Owners
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BRIAN ROSS LIPTON
REGIONAL DIRECTOR owns less than 5%
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BRIAN TYRONE GONGAWARE
DIRECTOR, ADVISORY SERVICES, CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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DAVID HOLMAN MCKINLEY
PRESIDENT, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%
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LORI BETH PAYNE
CHIEF ADMINISTRATIVE OFFICER AND CHIEF FINANCIAL OFFICER owns less than 5%
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MEREDITH LEIGH TRISCHLER
CONTROLLER owns less than 5%
Firms Located Nearby
News
Top Holdings
- ISHARES TR RUS 1000 ETF $65,458k
- ISHARES TR CORE S&P SCP ETF $30,576k
- ISHARES TR U.S. FIN SVC ETF $17,913k
- ISHARES TR CORE S&P500 ETF $15,661k
- ISHARES TR $10,816k
- ISHARES TR RUS 1000 GRW ETF $6,606k
- Apple Inc $6,373k
- FIRST TR EXCHANGE TRADED FD $6,236k
- ISHARES TR RUSSELL 2000 ETF $5,421k
- ISHARES TR CORE S&P MCP ETF $5,203k