David Wilcox (CRD# 6058991) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 11 years of experience in the finance industry.
CRD# 3212745
Truist Advisory Services, Inc.
CRD# 4543380
Cetera Investment Advisers LLC
CRD# 2692914
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mckinley Carter Wealth Services | Charleston, WV | Jul 2019 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Charleston, WV | Oct 2017 - Jul 2019 | 1 |
| Unemployed, Extended Travel | Barboursville, WV | Feb 2017 - Oct 2017 | < 1 |
| Northwestern Mutual Investment Services, LLC | Huntington, WV | Jul 2012 - Feb 2017 | 4 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | May 2012 - Feb 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2012 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2019 |
- LA
- TX
- WV
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Total Assets Under Management2,261MILLIONS
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Total Number of Accounts5,211ACCOUNTS
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Average Account Value$433,889
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, DC, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA, WV
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