David H. Mckinley
MCKINLEY CARTER WEALTH SERVICES
Wheeling, WV 26003
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CRD#: 2502011
Professional summary
David Holman Mckinley, CFP® is a registered financial advisor currently at MCKINLEY CARTER WEALTH SERVICES, INC. located in Wheeling, West Virginia.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 5 firms and has passed the Series 65, Series 63, Series 7, Series 24 and Series 53 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) MCKINLEY PROPERTIES, LLC: Not-investment-related; owner; since 2007; 2-3 hours/month; very limited time during securities trading hours; sole member of a real estate development and management company for McKinley Carter Wealth Services, Inc.'s corporate headquarter. 2) WILLOW GLEN CAPITAL, LLC: Investment-related; sole owner; since 2010; 5-10 hours/month; limited time during securities trading hour; invest my own capital in privately held business. 3) Mountaineer Freedom Alliance: Not-investment-related; 52 Elmwood Place, Wheeling WV 26003; Educating the public and advocacy for issues, candidates, and officeholders affecting public policy in WV; Position: Managing Member; State Date: 4/2024; Approximate number of hours/month devoted: 3-5 hours; Number of hours devoted during securities trading hours: 0; Duties: Coordinating actions of various vendors.
CRS (Client Relationship Summary) - RIA
Click below to view David Holman Mckinley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2007
Experience
Current
September 13, 2005 - Present
MCKINLEY CARTER WEALTH SERVICES, INC.
Office #1: 2100 Market Street, Wheeling, WV 26003RIA
CRD#: 135184
Wheeling, WV
Past
November 5, 2003 - September 29, 2005
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
WHEELING, WV
Past
October 28, 2003 - September 29, 2005
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
July 1, 2003 - October 30, 2003
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WHEELING, WV
Past
July 1, 2003 - October 30, 2003
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
May 2, 2002 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
RIA
CRD#: 7471
WHEELING, WV
Past
July 16, 1996 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
BD
CRD#: 7471
NEW YORK, NY
Past
July 22, 1994 - September 24, 1996
AMERIPRISE ADVISOR SERVICES, INC.
BD
CRD#: 5979
DETROIT, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MCKINLEY CARTER WEALTH SERVICES, INC.
JAVCO, LLC | MCKINLEY INVESTMENT GROUP, INC. | MCKINLEY INVESTMENT GROUP | MCKINLEY CARTER WEALTH SERVICES, INC. | MCKINLEY CARTER TRUST COMPANY | MCKINLEY CARTER INVESTMENT MANAGEMENT
CRD#: 135184 / SEC#: 801-64584
RIA
Registered Investment Advisory firm - (8/4/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/18/2018)
IAR
Texas(12/8/2021)
IAR
West Virginia(9/13/2005)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
MCKINLEY CARTER WEALTH SERVICES, INC.
JAVCO, LLC | MCKINLEY INVESTMENT GROUP, INC. | MCKINLEY INVESTMENT GROUP | MCKINLEY CARTER WEALTH SERVICES, INC. | MCKINLEY CARTER TRUST COMPANY | MCKINLEY CARTER INVESTMENT MANAGEMENT
CRD#: 135184 / SEC#: 801-64584
RIA
Registered Investment Advisory firm - (8/4/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2100 Market Street, Wheeling, WV 26003
Mailing Address
Phone number
(304) 230-2400
Established
Firm type
Fiscal year end
# of Employees
51
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,213 |
| AUM (Assets Under Management) | $ 2,532,619,554 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 07/26/2024 | ||
| 09/27/2023 |
Red Flags
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Company Information
MCKINLEY CARTER WEALTH SERVICES, INC.
CRD#: 135184Wheeling, WV 26003TRUST BUT VERIFY
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