Mckinley Carter Wealth Services Inc
Legal Name: MCKINLEY CARTER WEALTH SERVICES, INC.
Full Contact Details
Other Info
Mckinley Carter Wealth Services Inc is legally known as MCKINLEY CARTER WEALTH SERVICES, INC.. It is a WV Corporation. This firm has 37 employees, of which 21 are employees in advisory roles. It serves 15 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Aug 4, 2005.
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
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