Mark McKinley, financial advisor Brookville PA
96 score

Mark McKinley

CRD Number: 3185693
Current Firm: Mckinley Financial

Mark McKinley (CRD# 3185693) is an Investment Advisor Representative working at Mckinley Financial in Brookville, PA and has over 19 years of experience in the finance industry. Mark McKinley 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
Mckinley Financial Advisors, Inc. Brookville, PA Jan 2016 - Current 2
Mckinley & Co, Pc Brookville, PA Jan 2003 - Current 15
Cetera Investment Advisers Llc Dba Mckinley Financial Brookville, PA Dec 2011 - Mar 2016 4
Cetera Investment Advisers LLC Schaumburg, IL Sep 2003 - Mar 2016 12
Cetera Financial Specialists LLC Schaumburg, IL May 1999 - Mar 2016 16
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 1999
Contact Info for Mark S. McKinley
Phone Number: 814-849-8586
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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

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