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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

  • Other
    • -Selection of Other Advisors

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. 7 years, 10 months Sep 2008 - Present
Wachovia Securities LLC 1 year, 5 months Apr 2007 - Sep 2008
Corporate Wizardry 25 years, 7 months Jan 1991 - Present
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John Tompkins Slicer?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 10, 2014
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 24, 2013
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

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
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