Adam
Headley
Mckinley Carter Wealth Services, Inc
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About this Advisor
Adam Headley is a financial advisor based in Miamisburg, Ohio, working with Mckinley Carter Wealth Services, Inc. Adam has previously held positions at Hats N' More, Mckinley Carter Wealth Services, Miami University, and Lebanon High School. Adam has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Adam is part of Mckinley Carter Wealth Services, Inc, which operates out of Miamisburg, Ohio. The firm has 6 offices and 48 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mckinley Carter Wealth Services, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mckinley Carter Wealth Services, Inc Brokerage Details
$2,260,993,682
48
5,211
$433,889
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Adam Headley Work History
Mckinley Carter Wealth Services
Hats N' More
Miami University
Lebanon High School
Disclosures
Please visit the SEC profile of Adam Headley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mckinley Carter Wealth Services, Inc
Gaithersburg, MD
Wheeling, WV
Charleston, WV
Wheeling, WV
Wheeling, WV
Miamisburg, OH
Wheeling, WV
Miamisburg, OH
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