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William Herman Mckee

A&F FINANCIAL ADVISORS LLC·CHARLESTON, West Virginia
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101 WASHINGTON STREET, EAST, CHARLESTON, WV 25301CRD# 4506518Firm CRD# 119092
01

About

William Herman Mckee is a registered financial advisor based in CHARLESTON, West Virginia, affiliated with A&F FINANCIAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC
ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC
AUM
$361M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4506518
Firm CRD# 119092
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does William Herman Mckee offer?
William Herman Mckee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLESTON, West Virginia for a consultation.
What are William Herman Mckee's credentials?
William Herman Mckee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Herman Mckee located?
William Herman Mckee is based in CHARLESTON, West Virginia, working with A&F FINANCIAL ADVISORS LLC. Their office serves clients in the CHARLESTON metropolitan area and surrounding communities.
How does William Herman Mckee charge for services?
William Herman Mckee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is A&F FINANCIAL ADVISORS LLC?
A&F FINANCIAL ADVISORS LLC has approximately 7 employees and manages $361M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in CHARLESTON
John Randy Valentine — NTV ASSET MANAGEMENT, LLCKaren Sue Setterstrom — NTV ASSET MANAGEMENT, LLCGary Leslie Swingle — ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLCCindy Samosky Mcghee — ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLCJames Rufus Thomas — NTV ASSET MANAGEMENT, LLC
Nearby cities in West Virginia
WHEELING (30)PARKERSBURG (17)HURRICANE (7)WEIRTON (4)SHEPHERDSTOWN (3)
City Guides
WHEELING GuidePARKERSBURG GuideHURRICANE GuideWEIRTON GuideSHEPHERDSTOWN Guide
Research
Advisor Fees in West VirginiaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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