Teresa
Michaels
Mckinley Carter Wealth Services, Inc
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About this Advisor
Teresa Michaels is a certified financial planner based in Wheeling, West Virginia with 7 years of industry experience. Michaels is an advisor for Mckinley Carter Wealth Services, Inc. During their career, Michaels has held roles at H.Beck, Inc, Anthem Securities, Inc and Mckinley Carter Wealth Services, Inc. Michaels holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Louisiana and West Virginia. Mckinley Carter Wealth Services, Inc is a registered investment business based out of Wheeling, WV. The firm has offices in six locations and a total of 56 financial advisors. It oversees $2 billion in total assets between its 5,262 client accounts, making it one of the largest firms in the country by assets under management. The firm serves 34 charities and foundations. Of its 5,262 client accounts, 26% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a number of services, such as 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. Fees charged by financial advisors largely depend on which service is provided. However, fee types billed by Mckinley Carter Wealth Services, Inc likely include any blend 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
Teresa Michaels Work History
Teresa has been registered as a financial advisor for 7 years.*
Mckinley Carter Wealth Services, Inc
Anthem Securities, Inc
H.Beck, 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 Teresa Michaels 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
Charleston, WV
Wheeling, WV
Wheeling, WV
Wheeling, WV
Wheeling, WV
Wheeling, WV
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.
