Carmen
Petote

Mckinley Carter Wealth Services, Inc

CRD#1328503
Investment Advisor
in Wheeling, WV

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About this Advisor

Carmen Petote is a certified financial planner operating in Wheeling, West Virginia with a total of 1 year of industry experience. Petote works at Mckinley Carter Wealth Services, Inc. Over the course of their career, Petote has held roles at Allegiance Financial Advisors, Inc, Purshe Kaplan Sterling Investments and Mckinley Carter Wealth Services. Petote holds a Series 63 license, qualifying them as a securities broker, and can advise clients in Pennsylvania and Texas. Mckinley Carter Wealth Services, Inc is a registered investment firm that has its headquarters in Wheeling, WV. The investment advisory business has offices in six locations and a total of 56 people on staff. It handles $2 billion in assets between its 5,262 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advice to 34 charitable organizations. Of its 5,262 accounts, 26% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The company 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. Financial advisory fees depend on which services are offered. Fee types charged by Mckinley Carter Wealth Services, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2100 Market Street
Wheeling, WV 26003

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Mckinley Carter Wealth Services, Inc Brokerage Details

Total Assets Under Management

$1,904,927,360

WV Average: $493,341,091
Total Number of Employees

56

WV Average: 16
Total Number of Accounts

5,262

WV Average: 1,028
Average Account Size

$362,016

WV Average: $479,904

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

Carmen Petote Work History

Carmen has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mckinley Carter Wealth Services

2012 - 2014 (2 years)

Purshe Kaplan Sterling Investments

1994 - 2022 (28 years)

Allegiance Financial Advisors, Inc

*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 Carmen Petote 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

Kameron Smith
Wheeling, WV
David Wilcox
Charleston, WV
John Williams
Wheeling, WV
James O'Brien
Wheeling, WV
Jarrett Fair
Wheeling, WV
Teresa Shawver
Wheeling, WV
Jeffrey Stenhouse
Charleston, WV
John Binz
Wexford, PA

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.

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