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John Tompkins Slicer

Mckinley Carter Wealth Services, Inc.

Wheeling, WV

Charleston, WV

CRD 5346763

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Employer firm

Mckinley Carter Wealth Services, Inc. CRD 135184

$2.31B regulatory AUM 8 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Mckinley Carter Wealth Services, Inc.

2100 Market Street, Wheeling, WV 26003 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED_RES 2018-07-18
WV RA APPROVED 2008-11-18
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED_RES
    Since 2018-07-18
  • WV RA
    APPROVED
    Since 2008-11-18

Branch Locations

2100 Market Street, Wheeling, WV 26003 • United States

129 Summer Street Suite 200, Charleston, WV 25301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corporate Wizardry Charleston WV 01/1991 Present
Mckinley Carter Wealth Services, Inc. Charleston WV 09/2008 Present
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-07-06
  • S66 Uniform Combined State Law Examination
    2007-07-06

View on SEC IAPD

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