David Paul Wilcox
Investment adviser representative at Mckinley Carter Wealth Services, Inc.
14 yearsExperience
3 statesRegistered in
$2.3BFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Mckinley Carter Wealth Services, Inc.Jul 2019 to now
- Wells Fargo Clearing Services, LLCOct 2017 to Jul 2019
- Unemployed, Extended TravelFeb 2017 to Oct 2017
- Northwestern Mutual Investment Services, LLCJul 2012 to Feb 2017
- Northwestern Mutual Life Insurance CompanyMay 2012 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 3 states (LA, TX, WV).
Mckinley Carter Wealth Services, Inc.
$2.3BAssets managed
1,282Clients
25Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6058991
- Firm CRD
- 135184