Mark McKinley (CRD# 3185693) is an Investment Advisor Representative working at Mckinley Financial in Brookville, PA and has over 24 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.
CRD# 6994913
Edward Jones
CRD# 4822754
Securities America Advisors, Inc.
CRD# 804800
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mckinley & Company, Pc | Brookville, PA | Jan 2018 - Current | 6 |
| Mckinley Financial Advisors, Inc. | Brookville, PA | Feb 2016 - Current | 8 |
| Mckinley Financial Advisors, Inc. | Brookville, PA | Feb 2016 - Nov 2023 | 7 |
| Mckinley & Co, Pc | Brookville, PA | Jan 2003 - Dec 2017 | 14 |
| 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 |
- NY
- PA
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts499ACCOUNTS
-
Average Account Value$161,600
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NY, PA
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