Stephen McKinley, financial advisor Alpharetta GA
89 score

Stephen McKinley

CRD Number: 6094960
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stephen McKinley (CRD# 6094960) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Alpharetta, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Duluth, GA Jan 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Duluth, GA Aug 2013 - Current 3
Student Tuscaloosa, AL Aug 2008 - Aug 2013 5
Merrill Lynch, Pierce, Fenner & Smith Incorporated Savannah, GA Jul 2012 - Aug 2012 < 1
Sudent Hinsdale, IL Aug 2003 - Aug 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Stephen McKinley
Phone Number: 800-637-7455
Registered State(s):
  • GA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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