Unclaimed Profile

William Herman Mckee

A&F FINANCIAL ADVISORS LLC·CHARLESTON, West Virginia

Clean recordA&F FINANCIAL ADVISORS LLC

101 WASHINGTON STREET, EAST, CHARLESTON, WV 25301CRD# 4506518Firm CRD# 119092

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Herman Mckee · CHARLESTON, WV

Registration

CRD #4506518 · A&F FINANCIAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ARNETT CARBIS TOOTHMAN WEALTH ADVISORS LLC

AUM

$361M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4506518

Firm CRD# 119092

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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