Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Mitchell Headley is an Investment Adviser Representative registered with McKinley Carter Wealth Services, Inc. in Ohio. Adam is a registered Investment Advisor Representative with McKinley Carter Wealth Services, Inc. and has been working in the financial industry since 2015. Adam is registered with the state of Ohio and has passed the Uniform Investment Adviser Law Examination (Series 65). McKinley Carter Wealth Services, Inc. is a registered investment advisor with the SEC. The firm has a strong focus on serving individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. McKinley Carter Wealth Services, Inc. provides a range of services including investment consulting, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OH
07/05/2023 - Present
McKinley Carter Wealth Services, Inc. (Dayton OH)
IA
Issued 06/16/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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