KW
KW

Kathy Lee White

15 Years of Experience
May Earn Commission
Areas of Practice
Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3842 advisors
Number of Clients
323,031 clients
Average Client Portfolio
$317K average
Assets Under Management
$102.4B

Fee Structure

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Location

2100 Market Street, Wheeling, WV, 26003

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2025 - Present · 3 mos
Mckinley Carter Wealth Services, INC.
July 2010 - Present · 15 yrs 7 mos
State Registrations4 states
CAPATXWV
Advisor
Exams
No exam information available for this advisor.