Best Investors Account Sign in
Inactive

David Paul Wilcox

Mckinley Carter Wealth Services, Inc.

Charleston, WV

Wheeling, WV

Claim This Profile
Current Employers
Mckinley Carter Wealth Services, Inc.

2100 Market Street, Wheeling, WV 26003 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2022-09-06
TX RA APPROVED 2020-12-04
WV RA APPROVED 2019-09-05
  • LA RA
    APPROVED
    Since 2022-09-06
  • TX RA
    APPROVED
    Since 2020-12-04
  • WV RA
    APPROVED
    Since 2019-09-05

Branch Locations

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

2100 Market Street, Wheeling, WV 26003 • 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
Northwestern Mutual Investment Services, Llc Huntington WV 07/2012 02/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2012 02/2017
Wells Fargo Clearing Services, Llc Charleston WV 10/2017 07/2019
Unemployed, Extended Travel Barboursville WV 02/2017 10/2017
Mckinley Carter Wealth Services Charleston WV 07/2019 Present
  • 07/2012 → 02/2017
    Northwestern Mutual Investment Services, Llc
    Huntington, WV
  • 05/2012 → 02/2017
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 10/2017 → 07/2019
    Wells Fargo Clearing Services, Llc
    Charleston, WV
  • 02/2017 → 10/2017
    Unemployed, Extended Travel
    Barboursville, WV
  • 07/2019 → Present
    Mckinley Carter Wealth Services
    Charleston, WV
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-30
S63 Uniform Securities Agent State Law Examination 2012-10-24
  • S65 Uniform Investment Adviser Law Examination
    2019-08-30
  • S63 Uniform Securities Agent State Law Examination
    2012-10-24
Other Names
  • David Paul Wilcox
  • David Wilcox

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
MORGAN STANLEY
THE HUNTINGTON INVESTMENT COMPANY
RBC CAPITAL MARKETS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
JACOBS & COMPANY
NTV ASSET MANAGEMENT, LLC

Other Investors

JOHN JEFFREY SARTAINE
JAMES M BALL
Austin Lee Rosencrance
Adam Michael Perry
Christian Allen Perez
JEFFREY HUBERT VELEPEC
ROBIN LYNNE PAROG
Marie E Parsons

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CHARLESTON, WV
MORGAN STANLEY · CHARLESTON, WV
THE HUNTINGTON INVESTMENT COMPANY · CHARLESTON, WV
RBC CAPITAL MARKETS, LLC · CHARLESTON, WV
AMERIPRISE FINANCIAL SERVICES, LLC · Charleston, WV
J. W. COLE ADVISORS, INC. · CHARLESTON, WV
JACOBS & COMPANY · CHARLESTON, WV
NTV ASSET MANAGEMENT, LLC · CHARLESTON, WV

More in Charleston, WV

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor