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John Tompkins Slicer

McKinley Carter Wealth Services, Inc.

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About John Tompkins Slicer

John Tompkins Slicer is an investment advisor representative with McKinley Carter Wealth Services, Inc., based in Wheeling, WV. John has been in the industry since June 2007, and has experience in various aspects of financial advisory. He is registered with the state of West Virginia and holds Series 66 and Series 7 licenses. John is dedicated to providing comprehensive financial planning and investment management services to his clients. He specializes in serving the needs of individuals, corporations, pension and profit-sharing plans, and charitable organizations.

Firm Information

John Slicer is currently registered with McKinley Carter Wealth Services, Inc.. McKinley Carter Wealth Services, Inc. is an investment advisor registered with the SEC and headquartered in Wheeling, WV. The firm offers financial planning, pension consulting, portfolio management for individuals and businesses, and investment consulting. They manage approximately $2.26 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
McKinley Carter Wealth Services, Inc.

2100 MARKET STREET

WHEELING, WV 26003

$2.26B

Assets Under Management

11

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Slicer’s Registration & Firm History

WV

11/18/2008 - Present

McKinley Carter Wealth Services, Inc. (WHEELING WV)

WV

06/15/2007 - 09/30/2008

WACHOVIA SECURITIES, LLC (CHARLESTON WV)

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Licenses & Designations

BOTH

Issued 07/06/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Tompkins Slicer.
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