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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wilcox is a registered Investment Advisor Representative with McKinley Carter Wealth Services, Inc. David holds a Series 6, 7TO, 63 and 65 licenses. David has over 9 years of experience in the financial services industry, including previous positions with Wells Fargo Clearing Services, LLC and Northwestern Mutual Investment Services, LLC. David specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. McKinley Carter Wealth Services, Inc. provides financial planning, investment management, and retirement planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WV
09/05/2019 - Present
McKinley Carter Wealth Services, Inc. (CHARLESTON WV)
WV
05/02/2019 - 07/25/2019
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON WV)
WV
10/15/2012 - 02/21/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (HUNTINGTON WV)
IA
Issued 08/30/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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