Joel
Estes
Mckinley Carter Wealth Services, Inc
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About this Advisor
Joel Estes is a certified financial planner operating out of Miamisburg, Ohio with a total of 2 years of industry experience. Estes works at Mckinley Carter Wealth Services, Inc. Their career trajectory has included roles at Guardian Life Insurance Company, Park Avenue Securities, Guardian Life Insurance and Mckinley Carter Wealth Services. Estes has a Series 63 license, certifying them as a securities broker, and is approved to work in Ohio and Texas. Mckinley Carter Wealth Services, Inc is a company that has its headquarters in Wheeling, WV. The firm has offices in six locations and a total of 56 financial advisors. It administers $2 billion in assets under management across its 5,262 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 34 charities and foundations. Of its 5,262 client accounts, 26% are associated with high-net-worth clients who have greater than $1 million in investable assets. Mckinley Carter Wealth Services, Inc has a number of services, including 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. A financial advisor's fees usually are based on the type of financial services. Fees charged by Mckinley Carter Wealth Services, Inc most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mckinley Carter Wealth Services, Inc Brokerage Details
$1,904,927,360
56
5,262
$362,016
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
Joel Estes Work History
Joel has been registered as a financial advisor for 2 years.*
Mckinley Carter Wealth Services
Guardian Life Insurance
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joel Estes 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
Wheeling, WV
Wheeling, WV
Wheeling, WV
Wheeling, WV
Charleston, WV
Wheeling, WV
Wexford, PA
Wheeling, WV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
