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John Tompkins Slicer

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John Tompkins Slicer

Mckinley Carter Wealth Services, Inc.

Charleston

WV

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Overview

Description

John Slicer is a financial professional at Mckinley Carter Wealth Services, Inc., an $828M RIA based in Wheeling, WV. John has held an industry securities registration for 8 years and is subject to SEC oversight....

Information

  • other names
    N/A
  • Other Firms
    N/A
  • doing business as
    N/A
  • type
    RIA

Location

135 SUMMER STREET, SUITE 100
Charleston, WV 25301
N/A

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors
IBM 401k plan still the largest, and one of the best
BrightScope Editorial

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Mckinley Carter Wealth Services, Inc. 8 years Sep 2008 - Present
Wachovia Securities LLC 1 year, 5 months Apr 2007 - Sep 2008
Corporate Wizardry 25 years, 9 months Jan 1991 - Present
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by John Slicer

There are no insights for this advisor to display at this time.
Boeing Fee Settlement Highlights the High Bar for Large Plans
BrightScope Editorial

Answers

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Advisor Links

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Dec 22, 2011
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Sep 18, 2014
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:
See Disclosure Details

Assets

Mckinley Carter Wealth Services, Inc.

Last updated on April 22, 2016
    • $828.2M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $413.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees