Christopher McKinley (CRD# 5693671) is an Investment Advisor Representative working at Cornerstone Advisors Asset Management, LLC in Bethlehem, PA and has over 12 years of experience in the finance industry.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 4121049
Weyhill Investment Counsel, LLC
CRD# 2153382
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Holdings Securities, Inc. | Bethlehem, PA | Jan 2011 - Current | 13 |
| Cornerstone Benefits, Inc. | Bethlehem, PA | Apr 2010 - Current | 14 |
| Cornerstone Advisors Asset Management, LLC | Bethlehem, PA | Sep 2007 - Current | 16 |
| Cornerstone Institutional Investors, LLC | Bethlehem, PA | Sep 2007 - Current | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2012 |
- PA
-
Total Assets Under Management7,417MILLIONS
-
Total Number of Accounts1,734ACCOUNTS
-
Average Account Value$4,277,106
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, CO, DC, FL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TX, VA
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