Sonya McKay, financial advisor Cary NC
93 score

Sonya McKay

CRD Number: 1302949
Current Firm: Principal Securities, Inc.

Sonya McKay (CRD# 1302949) is an Investment Advisor Representative working at Principal Securities, Inc. in Cary, NC and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Principal Life Ins Co Des Moines, IA Jul 1998 - Current 19
Princor Financial Services Corporation Des Moines, IA Dec 1992 - Current 25
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Sonya S. McKay
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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