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Julie A Brown

McKinley Carter Wealth Services, Inc.

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About Julie A Brown

Julie A Brown is a financial professional with over 7 years of experience. Julie is a Certified Financial Planner and has held registrations in Ohio and Texas. Julie is currently affiliated with McKinley Carter Wealth Services, Inc., where she provides a wide range of financial services including investment consulting, financial planning, pension consulting and portfolio management for businesses and individuals. Prior to joining McKinley Carter Wealth Services, Inc., Julie held positions at PNC Investments, Lenox Wealth Management and LifePlan Financial Group.

Firm Information

Julie Brown 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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Julie Brown’s Registration & Firm History

OH

03/08/2023 - Present

McKinley Carter Wealth Services, Inc. (Miamisburg OH)

OH

11/28/2016 - 05/10/2017

PNC INVESTMENTS (KETTERING OH)

OH

11/07/2013 - 02/20/2015

PNC INVESTMENTS (DAYTON OH)

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Licenses & Designations

BC

Issued 01/16/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/10/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie A Brown.
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