William McKee, financial advisor Charleston WV
90 score

William McKee

CRD 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.

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Professional Designations
Company Name Location Dates Years
Arnett Carbis Toothman Wealth Advisors Charleston, WV Dec 2001 - Current 16
Af Realty LLC Charleston, WV Dec 1998 - Current 19
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

William McKee has no recent exams reported.
Contact Info for William H. McKee
Phone Number: 304-206-3338
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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