Robert McKinney, financial advisor Arlington TX
96 score

Robert McKinney

CRD Number: 1908788
Current Firm: Wells Fargo Advisors, LLC

Robert McKinney (CRD# 1908788) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Arlington, TX and has over 27 years of experience in the finance industry. Robert McKinney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wells Fargo Advisors, LLC Arlington, TX Jul 2015 - Current 1
Ameriprise Financial Services, Inc. Fort Worth, TX Jan 2014 - Jul 2015 1
Charles Schwab Bank Fort Worth, TX Jun 2008 - Dec 2013 5
Charles Schwab & Company, Inc. Fort Worth, TX Jun 2008 - Dec 2013 5
Financial Network Investment Corporation Dallas, TX Aug 1990 - Jun 2008 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1989
S66 NASAA Uniform Combined State Law Examination Apr 2016
Contact Info for Robert W. McKinney
Phone Number: 314-875-3000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    372,113
    MILLIONS
  • Total Number of Accounts
    1,339,368
    ACCOUNTS
  • Average Account Value
    $277,827
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 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, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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