Donald McKennaCRD Number: 1038606
Current Firm: Bennington Financial Planning Group
Donald McKenna (CRD# 1038606) is an Investment Advisor Representative working at Bennington Financial Planning Group in Bennington, VT and has over 35 years of experience in the finance industry. Donald McKenna 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.
Manchester Capital Management LLC
Commonwealth Financial Network
|Bennington Financial Planning Group||Bennington, VT||Mar 1995 - Current||27|
|D. B. Mckenna & Company, Inc.||Bennington, VT||Mar 1982 - Current||40|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1986|
Total Assets Under Management170MILLIONS
Total Number of Accounts584ACCOUNTS
Average Account Value$291,061
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NY, VT
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