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Mckinley Carter Wealth Services, Inc. CRD 135184
$2.31B regulatory AUM 8 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2100 Market Street, Wheeling, WV 26003 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-07-07 |
| TX | RA | APPROVED | 2023-07-07 |
| WV | RA | APPROVED | 2017-12-22 |
Branch Locations
129 Summers Street Suite 200, Charleston, WV 25301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Teays Valley Insurance, Llc | Hurricane | WV | 09/2015 | 11/2017 |
| Mckinley Carter Wealth Services, Inc. | Charleston | WV | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-02 |
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