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James Michael O'Brien

McKinley Carter Wealth Services, Inc.

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About James Michael O'Brien

James Michael O'Brien is an investment advisor representative with McKinley Carter Wealth Services, Inc. James Michael O'Brien is registered with the state of West Virginia. James Michael O'Brien has been in the industry for over 8 years. James Michael O'Brien is licensed in the state of West Virginia. The individual advisor representative is also licensed in the state of West Virginia as an Investment Advisor. James Michael O'Brien is a licensed professional and the individual advisor representative is currently employed at McKinley Carter Wealth Services, Inc.. James Michael O'Brien has been employed with the firm for a few years. James Michael O'Brien has experience in a variety of industries, including retail sales, education, and journalism.

Firm Information

James O'Brien 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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James O'Brien’s Registration & Firm History

WV

01/07/2022 - Present

McKinley Carter Wealth Services, Inc. (WHEELING WV)

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Licenses & Designations

IA

Issued 12/10/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Michael O'Brien.
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