David
Wilcox

Mckinley Carter Wealth Services, Inc

CRD#6058991
Investment Advisor
in Charleston, WV

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About this Advisor

David Wilcox is a financial advisor operating out of Charleston, West Virginia, with a total of 4 years of relevant experience. Wilcox is on the advisory team at Mckinley Carter Wealth Services, Inc. The advisor has gained experience at Northwestern Mutual Investment Services, LLC, Northwestern Mutual Life Insurance Company, Wells Fargo Clearing Services, LLC, Unemployed, Extended Travel and Mckinley Carter Wealth Services. Wilcox has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can serve investors in Louisiana, Texas and West Virginia. Mckinley Carter Wealth Services, Inc is a business based in Wheeling, WV. It has offices in six locations and a total of 56 advisors. It oversees $2 billion in total assets among its 5,262 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 34 charities and foundations. Of its 5,262 customer accounts, 26% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fee schedules largely vary depending on which service is provided. Fees charged by Mckinley Carter Wealth Services, Inc can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

129 Summers Street Suite 200
Charleston, WV 25301

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Mckinley Carter Wealth Services, Inc Brokerage Details

Total Assets Under Management

$1,904,927,360

WV Average: $493,341,091
Total Number of Employees

56

WV Average: 16
Total Number of Accounts

5,262

WV Average: 1,028
Average Account Size

$362,016

WV Average: $479,904

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

David Wilcox Work History

David has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Mckinley Carter Wealth Services

2017 - 2019 (2 years)

Wells Fargo Clearing Services, LLC

2017 - 2017 (< 1 year)

Unemployed, Extended Travel

2012 - 2017 (5 years)

Northwestern Mutual Investment Services, LLC

2012 - 2017 (5 years)

Northwestern Mutual Life Insurance Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Wilcox to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mckinley Carter Wealth Services, Inc

Kameron Smith
Wheeling, WV
Jarrett Fair
Wheeling, WV
John Williams
Wheeling, WV
David Wilcox
Charleston, WV
James O'Brien
Wheeling, WV
Marta Woodman
Wheeling, WV
John Binz
Wexford, PA
Teresa Shawver
Wheeling, WV

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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