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Tyrone Conway Phillippi

McKinley Carter Wealth Services, Inc.

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About Tyrone Conway Phillippi

Tyrone Conway Phillippi is a financial advisor at McKinley Carter Wealth Services, Inc. Tyrone has been in the industry since 1992. Tyrone's firm primarily provides services to high-net-worth individuals, corporations, and retirement plans. Tyrone is licensed to provide investment advice in Ohio and Texas. Tyrone is a CERTIFIED FINANCIAL PLANNER™ professional.

Firm Information

Tyrone Phillippi 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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Tyrone Phillippi’s Registration & Firm History

WV

12/04/2020 - Present

McKinley Carter Wealth Services, Inc. (WHEELING WV)

CO

01/01/2004 - 12/31/2004

MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)

OH

11/02/1994 - 01/01/2004

VESTAX SECURITIES CORPORATION (HUDSON OH)

GA

10/15/1992 - 10/31/1994

FSC SECURITIES CORPORATION (ATLANTA GA)

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Licenses & Designations

BC

Issued 01/30/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/14/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Tyrone Conway Phillippi.
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