William McKeeCRD Number: 4506518
Current Firm: Arnett Carbis Toothman Wealth Advisors LLC
William McKee (CRD# 4506518) is an Investment Advisor Representative working at Arnett Carbis Toothman Wealth Advisors LLC in Charleston, WV and has 1 year of experience in the finance industry. William McKee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ironwood Wealth Management
Mml Investors Services, LLC
Loc Investment Advisers
|Arnett Carbis Toothman Wealth Advisors||Charleston, WV||Dec 2001 - Current||15|
|Af Realty LLC||Charleston, WV||Dec 1998 - Current||18|
|Arnett Carbis Toothman Wealth Advisors LLC||Charleston, WV||Dec 2001 - Feb 2016||14|
|A&f Financial Holdings LLC||Charleston, WV||Dec 2001 - Dec 2014||13|
|A&f Insurance Advisors LLC||Charleston, WV||Dec 2001 - Dec 2014||13|
|Af Consulting LLC||Charleston, WV||Aug 1994 - Dec 2014||20|
|Arnett Foster Toothman Pllc||Charleston, WV||Jan 1974 - Dec 2014||40|
Total Assets Under Management280MILLIONS
Total Number of Accounts679ACCOUNTS
Average Account Value$412,485
- 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)
FL, KY, OH, PA, TX, WV
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