Mckinley Carter Wealth Services Inc
Nome legal: MCKINLEY CARTER WEALTH SERVICES, INC.
Detalhes completos de contato
Mckinley Carter Wealth Services Inc
2100 MARKET STREET, WHEELING, WV
304-230-2400
304-230-2401
Outras informações
A MCKINLEY CARTER WEALTH SERVICES, INC. é uma corporação da Virgínia Ocidental com 37 funcionários, incluindo 21 consultores, atendendo a 15 clientes. A empresa atualmente está listada como aprovada pela Comissão de Valores Mobiliários dos Estados Unidos e está registrada desde 4 de agosto de 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.
Proprietários diretos
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BRIAN ROSS LIPTON
REGIONAL DIRECTOR é proprietária menos de 5%
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BRIAN TYRONE GONGAWARE
DIRECTOR, ADVISORY SERVICES, CHIEF COMPLIANCE OFFICER é proprietária mais de 10% mas menos de 25%
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DAVID HOLMAN MCKINLEY
PRESIDENT, MANAGING DIRECTOR, CHIEF EXECUTIVE OFFICER, AND CHIEF INVESTMENT OFFICER é proprietária mais de 50% mas menos de 75%
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LORI BETH PAYNE
CHIEF ADMINISTRATIVE OFFICER AND CHIEF FINANCIAL OFFICER é proprietária menos de 5%
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MEREDITH LEIGH TRISCHLER
CONTROLLER é proprietária menos de 5%
Empresas localizadas nas proximidades
Notícia
Principais Participações
- 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