Douglas McKenna, financial advisor American Fork UT

Douglas McKenna

CRD Number: 1045137
Current Firm: Brokers Financial

Douglas McKenna (CRD# 1045137) is an Investment Advisor Representative working at Brokers Financial in American Fork, UT and has over 40 years of experience in the finance industry.

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Company Name Location Dates Years
Brokers International Financial Services, LLC American Fork, UT Jan 2017 - Current 5
Tax Savings Solutions, Inc. American Fork, UT Aug 2010 - Current 12
D. Craig Mckenna Advisors, LLC American Fork, UT Jul 2005 - Current 17
Mckenna Financial Services And Insurances, Inc. American Fork, UT Jan 2005 - Current 17
Madison Avenue Securities, Inc. American Fork, UT Jan 2009 - Dec 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1982
S65 NASAA Investment Advisors Law Examination May 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Douglas C. McKenna
Phone Number: 877-886-1939
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,218
    MILLIONS
  • Total Number of Accounts
    6,958
    ACCOUNTS
  • Average Account Value
    $174,982
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

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