Samuel McKinley, financial advisor Brookville PA
89 score

Samuel McKinley

CRD Number: 6291743
Current Firm: Mckinley Financial

Samuel McKinley (CRD# 6291743) is an Investment Advisor Representative working at Mckinley Financial in Brookville, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Mckinley Financial Advisors, Inc. Brookville, PA Jan 2016 - Current < 1
Mckinley & Company, Pc Brookville, PA Nov 2009 - Current 7
Cetera Investment Advisors Llc Dba Mckinley Financial Schaumburg, IL Mar 2014 - Feb 2016 1
Cetera Financial Specialists LLC Brookville, PA Feb 2014 - Feb 2016 2
Schneider Downs Pittsburgh, PA Sep 2004 - Sep 2009 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2014
Contact Info for Samuel A. McKinley
Phone Number: 814-849-8586
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

PA

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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