William Walden Carter

Employer firm

Mckinley Carter Wealth Services, Inc. CRD 135184

$2.31B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/1997 → Present
  Will Carter Attorney At Law
  Charleston, WV
• 01/2008 → Present
  Mckinley Carter Wealth Services, Inc.
  Wheeling, WV

Previous Registrations

• 2004-07-16 → 2008-09-29
  Kanawha Asset Management
  Charleston, WV

Other Businesses

KANAWHA ROXALANA R/E CO MANAGING COMMERCIAL PROPTY CHARLESTON WV DIRECTOR 1HR/MO DURING TRADE HRS C/O UNITED BK TRUST POBOX 393 CHARLESTON WV 25326 -2002. IMPERIAL COAL R/E CO MANAGING MINERAL & RESIDENTIAL PROPERTY & LEASES; DIRECTOR <1HR/MO DURING TRADE HRS 300 CAPITOL ST STE 1401 CHARLESTON WV 25301 -2007. PRC HOLDINGS LLC R/E CO MANAGING MEMBER OVERSEEING MINERAL & RESIDENTIAL PROPERTY & LEASES 8HR/MO, 6HR/MO DURING TRADE HRS 3590 BENEDICT RD CULLODEN WV 25510 -2002. WILL CARTER ATTY AT LAW 4HR/MO-NONE DURING TRADE HR 3590 BENEDICT RD CULLODEN WV 25510 FAMILY RELATED; 1997. THREE CHORUS COMMUNICATIONS, 8HR/MONTH, DIGITAL COMMUNICATION CONSULTING; 2018. FIVE CARTER FAMILY TRUSTS FOR NIECES & NEPHEW SINCE 2001, 1HR/QUARTER. Greater Kanawha Valley Foundation BOD since 2020, 7HR/Quarterly

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-07

Other Names

• William W. Carter