Julie A Brown
Investment Adviser Representative at Mckinley Carter Wealth Services, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Julie A. Brown is an investment adviser representative with Mckinley Carter Wealth Services, Inc. in Miamisburg, OH, where they have been registered since 2020. They have worked in the securities industry since 2015 and were previously registered with Lifeplan Financial Group, Inc. They have passed 3 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in Ohio and Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Ohio, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PNC Bank, NAOct 2016 – May 2017Dayton, OH
- PNC Investments, LLCOct 2016 – May 2017Pittsburgh, PA
- Lifeplan Financial Group, Inc.May 2017 – Dec 2020Miamisburg, OH
- McKinley Carter Wealth ServicesSep 2020 – no end date reportedWheeling, WV
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mckinley Carter Wealth Services, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
- First $500,0001.25%
- $500,001 - $2,000,0001.00%
- $2,000,001 - $5,000,0000.75%
- $5,000,001 - $10,000,0000.50%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth management, investment management, and nonprofit advisory services, supported by Specialized Practice Groups focused on financial autonomy, illiquid assets, risk management, tax and legacy planning, and a women's initiative called The Savvy.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 6
- Main office:
- Wheeling, WV
- Founded:
- 2007
- SEC file number:
- 801-64584
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at Mckinley Carter Wealth Services, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julie A Brown has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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