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John T. Slicer
MCKINLEY CARTER WEALTH SERVICES
Charleston, WV 25301
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CRD#: 5346763
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Professional summary
John Tompkins Slicer, AIF® is a registered financial advisor currently at MCKINLEY CARTER WEALTH SERVICES, INC. located in Charleston, West Virginia.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. John has worked at 2 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Corporate Wizardry: Not investment-related; Address: po box 263, Charleston, WV 25321; Nature of the other business: magic entertainment; Position: Sole proprietor; Start date: 01/1991; Approximate number of hours/month devoted to this business: 3; Number of hours devoted to this business during securities trading hours:zero; Duties relating to this business: Entertaining audiences at their events.
CRS (Client Relationship Summary) - RIA
Click below to view John Tompkins Slicer's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 18, 2008 - Present
MCKINLEY CARTER WEALTH SERVICES, INC.
Office #1: 129 Summer Street Suite 200, Charleston, WV 25301RIA
CRD#: 135184
Charleston, WV
Past
August 30, 2007 - September 30, 2008
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
CHARLESTON, WV
Past
June 15, 2007 - September 30, 2008
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
CHARLESTON, WV
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MCKINLEY CARTER WEALTH SERVICES, INC.
JAVCO, LLC | MCKINLEY INVESTMENT GROUP, INC. | MCKINLEY INVESTMENT GROUP | MCKINLEY CARTER WEALTH SERVICES, INC. | MCKINLEY CARTER TRUST COMPANY | MCKINLEY CARTER INVESTMENT MANAGEMENT
CRD#: 135184 / SEC#: 801-64584
RIA
Registered Investment Advisory firm - (8/4/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(7/18/2018)
IAR
Texas(7/18/2018)
IAR
West Virginia(11/18/2008)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
MCKINLEY CARTER WEALTH SERVICES, INC.
JAVCO, LLC | MCKINLEY INVESTMENT GROUP, INC. | MCKINLEY INVESTMENT GROUP | MCKINLEY CARTER WEALTH SERVICES, INC. | MCKINLEY CARTER TRUST COMPANY | MCKINLEY CARTER INVESTMENT MANAGEMENT
CRD#: 135184 / SEC#: 801-64584
RIA
Registered Investment Advisory firm - (8/4/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2100 Market Street, Wheeling, WV 26003
Mailing Address
Phone number
(304) 230-2400
Established
Firm type
Fiscal year end
# of Employees
51
SEC notice filing (26 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 5,213 |
| AUM (Assets Under Management) | $ 2,532,619,554 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 07/26/2024 | ||
| 09/27/2023 |
Red Flags
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Company Information
MCKINLEY CARTER WEALTH SERVICES, INC.
CRD#: 135184Charleston, WV 25301TRUST BUT VERIFY
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