Chelsea Lynn Clegg
Investment adviser representative at Mckinley Carter Wealth Services, Inc.
12 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Plexus WorldwideSep 2021 to now
- Mckinley Carter Wealth Services, Inc.Oct 2014 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 4 states (LA, OH, TX, WV).
Mckinley Carter Wealth Services, Inc.
$2.3BAssets managed
1,282Clients
25Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6584645
- Firm CRD
- 135184