Inactive

John James Binz

Mckinley Carter Wealth Services, Inc.

CRD 7116198

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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:

Current Employers

Mckinley Carter Wealth Services, Inc.

2100 Market Street, Wheeling, WV 26003 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-12-04
PA	RA	APPROVED	2019-06-20

TX RA
APPROVED

Since 2020-12-04
PA RA
APPROVED

Since 2019-06-20

Branch Locations

100 Bradford Road Suite 400, Wexford, PA 15090 • United States

2100 Market Street, Wheeling, WV 26003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Mckinley Carter Wealth Services	Wexford	PA	04/2019	Present
Pnc Bank	Pittsburgh	PA	06/2016	04/2019

04/2019 → Present

Mckinley Carter Wealth Services

Wexford, PA
06/2016 → 04/2019

Pnc Bank

Pittsburgh, PA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-06-20

S65 Uniform Investment Adviser Law Examination

2019-06-20

View on SEC IAPD

Nearby Firms

FRAGASSO FINANCIAL ADVISORS

EQUITABLE ADVISORS, LLC

CITIZENS SECURITIES, INC.

Nearby Investors

TED WILLIAM DROST

TIMOTHY PAUL BUGGY

Nearby Offices

FRAGASSO FINANCIAL ADVISORS · Wexford, PA

EQUITABLE ADVISORS, LLC · WEXFORD, PA

CITIZENS SECURITIES, INC. · WEXFORD, PA

More in Wexford, PA

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