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David Payne Nolan

Mckinley Carter Wealth Services, Inc.

Wheeling, WV

Charleston, WV

CRD 704985

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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

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
WV RA APPROVED 2010-02-23
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • WV RA
    APPROVED
    Since 2010-02-23

Branch Locations

2100 Market Street, Wheeling, WV 26003 • United States

129 Summer Street Suite 200, Charleston, WV 25301 • 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
OrganizationCityStateFromTo
Mckinley Carter Wealth Services, Inc Wheeling WV 02/2010 Present
Previous Registrations
  • 2001-05-30 → 2009-11-24
    Bb&T Asset Management, Inc.
    Charleston, WV
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1980-02-08
  • S63 Uniform Securities Agent State Law Examination
    1980-02-08
Other Names
  • Dave Nolan

View on SEC IAPD

Nearby Firms

FORT HENRY CAPITAL, LLC
SECURITY CAPITAL MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

RUSSELL WAYNE DUNKIN
JEREMY JUSTIN LOWE
JOSHUA EARL BRAUNLICH

Nearby Offices

FORT HENRY CAPITAL, LLC · WHEELING, WV
SECURITY CAPITAL MANAGEMENT · WHEELING, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Wheeling, WV

More in Wheeling, WV

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