David
Nolan

Mckinley Carter Wealth Services, Inc

CRD#704985
Investment Advisor
in Wheeling, WV

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About this Advisor

David Nolan is a financial advisor based in Wheeling, West Virginia who has 13 years of industry experience. Nolan is currently employed by Mckinley Carter Wealth Services, Inc. They have been employed by Mckinley Carter Wealth Services, Inc for the entirety of their career. Nolan holds a Series 63 license, qualifying them as a securities broker, and can serve investors in California and West Virginia. Mckinley Carter Wealth Services, Inc is a registered investment company that has its headquarters in Wheeling, WV. It has offices in six locations and a total of 56 employees. It has $2 billion in assets between its 5,262 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 34 charities and foundations. Of its 5,262 accounts, 26% are associated with high-net-worth individuals who have greater than $1 million in assets. Mckinley Carter Wealth Services, Inc performs 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 depend on which services the firm provides the client. Fees charged by Mckinley Carter Wealth Services, Inc most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

13 years

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

David Nolan Work History

David has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Mckinley Carter Wealth Services, 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 David Nolan 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
John Williams
Wheeling, WV
James O'Brien
Wheeling, WV
Jarrett Fair
Wheeling, WV
David Wilcox
Charleston, WV
Arthur Crimmins
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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