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William Walden Carter

McKinley Carter Wealth Services, Inc.

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About William Walden Carter

William Walden Carter is an investment advisor representative with McKinley Carter Wealth Services, Inc. William Walden Carter has been a registered investment advisor for over 15 years, offering investment advisory services to individuals, families, and businesses. He has experience in various investment areas, including financial planning, portfolio management, and pension consulting. William Walden Carter holds a Series 65 license, indicating his expertise in providing investment advice. William Walden Carter works at McKinley Carter Wealth Services, Inc. which specializes in financial planning, portfolio management, and pension consulting. William Walden Carter has a diverse client base, including individuals, families, businesses, and charitable organizations.

Firm Information

William Carter 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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William Carter’s Registration & Firm History

WV

10/01/2007 - Present

McKinley Carter Wealth Services, Inc. (WHEELING WV)

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Licenses & Designations

IA

Issued 06/07/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Walden Carter.
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