David Holman Mckinley

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

• 01/2008 → Present
  Mckinley Carter Wealth Services, Inc.
  Wheeling, WV

Previous Registrations

• 2003-11-05 → 2005-09-29
  Wells Fargo Advisors Financial Network, Llc
  Wheeling, WV
• 2003-07-01 → 2003-10-30
  Wells Fargo Clearing Services, Llc
  Wheeling, WV
• 2002-05-02 → 2003-07-01
  Prudential Equity Group, Llc
  Wheeling, WV

Other Businesses

1) MCKINLEY PROPERTIES, LLC: Not-investment-related; owner; since 2007; 2-3 hours/month; very limited time during securities trading hours; sole member of a real estate development and management company for McKinley Carter Wealth Services, Inc.'s corporate headquarter. 2) WILLOW GLEN CAPITAL, LLC: Investment-related; sole owner; since 2010; 5-10 hours/month; limited time during securities trading hour; invest my own capital in privately held business. 3) Mountaineer Freedom Alliance: Not-investment-related; 52 Elmwood Place, Wheeling WV 26003; Educating the public and advocacy for issues, candidates, and officeholders affecting public policy in WV; Position: Managing Member; State Date: 4/2024; Approximate number of hours/month devoted: 3-5 hours; Number of hours devoted during securities trading hours: 0; Duties: Coordinating actions of various vendors.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-23
• S63 Uniform Securities Agent State Law Examination
  1994-08-05

Designations

• Certified Financial Planner