William
Carter
Mckinley Carter Wealth Services, Inc
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About this Advisor
William Carter is a financial advisor who works out of Wheeling, West Virginia who has 16 years of industry experience. Carter is an advisor for Mckinley Carter Wealth Services, Inc. Over the course of their career, Carter has held roles at Will Carter Attorney At Law and Mckinley Carter Wealth Services, Inc. Carter holds a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in California, Texas and West Virginia. Mckinley Carter Wealth Services, Inc is a registered investment company headquartered in Wheeling, WV. The investment advisory business has offices in six locations and a total of 56 advisors. It manages $2 billion in total assets between its 5,262 client accounts, placing it among the biggest firms in the United States by assets under management. The firm advises 34 charities and foundations. Of its 5,262 customer accounts, 26% belong to high-net-worth investors who have more than $1 million in assets available to invest. Mckinley Carter Wealth Services, Inc provides 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. Financial advisory fee schedules largely vary depending on the services offered. However, fees charged by Mckinley Carter Wealth Services, Inc may include 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
William Carter Work History
William has been registered as a financial advisor for 16 years.*
Mckinley Carter Wealth Services, Inc
Will Carter Attorney At Law
*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 William Carter 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
Charleston, WV
Wheeling, WV
Wheeling, WV
Wexford, PA
Wheeling, WV
Charleston, 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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