Chelsea
Clegg
Mckinley Carter Wealth Services, Inc
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About this Advisor
Chelsea Clegg is a certified financial planner who works out of Wheeling, West Virginia with a total of 7 years of relevant experience. Clegg is an advisor for Mckinley Carter Wealth Services, Inc. Over the course of their career, they have held roles at Mckinley Carter Wealth Services, Inc, Lowe'S Home Improvement, United Bank and Plexus Worldwide. Clegg has a Series 65 license, certifying them as an investment advisor representative, and can operate in Louisiana, Ohio, Texas and West Virginia. Mckinley Carter Wealth Services, Inc is a business that has its headquarters in Wheeling, WV. The company has offices in six locations and a total of 56 advisors. It manages $2 billion in assets under management among its 5,262 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 34 charities and foundations. Of its 5,262 accounts, 26% are associated with high-net-worth clients who have greater than $1 million in assets. The business performs a diverse assortment 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 management fee schedules typically depend on which services the firm provides the client. Fees billed by Mckinley Carter Wealth Services, Inc likely are comprised 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
Chelsea Clegg Work History
Chelsea has been registered as a financial advisor for 7 years.*
Plexus Worldwide
Mckinley Carter Wealth Services, Inc
United Bank
Lowe'S Home Improvement
*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 Chelsea Clegg 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
Charleston, WV
Wheeling, WV
Wheeling, WV
Wheeling, WV
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.
