John Williams, financial advisor Charleston WV
89 score

John Williams

CRD Number: 6308208
Current Firm: Mckinley Carter Wealth Services, Inc.

John Williams (CRD# 6308208) is an Investment Advisor Representative working at Mckinley Carter Wealth Services, Inc. in Charleston, WV and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mckinley Carter Wealth Services, Inc. Wheeling, WV Dec 2013 - Current 3
Lisa Godwin Insurance Agency Inc. Charleston, WV Feb 2012 - Oct 2013 1
Aaa Allied Group Charleston, WV Jun 2011 - Feb 2012 < 1
Younglife's Trail West Lodge Buena Vista, CO Jan 2011 - May 2011 < 1
West Virginia Wesleyan College Buckhannon, WV Aug 2006 - May 2011 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for John H. Williams
Phone Number: 304-230-2400
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
    828
    MILLIONS
  • Total Number of Accounts
    2,004
    ACCOUNTS
  • Average Account Value
    $413,268
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

FL, LA, MD, NC, NJ, OH, PA, TX, VA, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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