linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Payne Nolan

McKinley Carter Wealth Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Payne Nolan

David Nolan is an investment advisor representative with McKinley Carter Wealth Services, Inc. David has been in the industry since 1980 and has been registered with McKinley Carter Wealth Services, Inc. since 2010. David is registered in West Virginia and California. David has a Series 7 and Series 63 license. David specializes in providing investment advice to individuals, corporations, high net worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. David also offers portfolio management services.

Firm Information

David Nolan is currently registered with McKinley Carter Wealth Services, Inc.. McKinley Carter Wealth Services, Inc. is an investment advisor registered with the SEC and headquartered in Wheeling, WV. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting. They manage approximately $2.26 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
McKinley Carter Wealth Services, Inc.

2100 MARKET STREET

WHEELING, WV 26003

$2.26B

Assets Under Management

11

Total Clients

31

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

investment consulting

Investment consulting

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Nolan’s Registration & Firm History

WV

02/23/2010 - Present

McKinley Carter Wealth Services, Inc. (WHEELING WV)

NA

06/04/1986 - 12/22/1992

OLDE DISCOUNT CORPORATION

NA

03/18/1982 - 11/13/1984

ALEX. BROWN & SONS, INC.

NA

02/22/1980 - 03/22/1982

WHEAT, FIRST SECURITIES, INC.

Not sure if David Payne Nolan is right for you?

Licenses & Designations

BC

Issued 02/08/1980

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/16/1980

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Payne Nolan.
Not sure if David Payne Nolan is right for you?