Mary McKinley, financial advisor Chicago IL

Mary McKinley

CRD Number: 2015656
Current Firm: Corient

Mary McKinley (CRD# 2015656) is an Investment Advisor Representative working at Corient in Chicago, IL and has 1 year of experience in the finance industry.

Similar Advisors
Charles Melka, financial advisor Chicago IL
Charles P. Melka
CRD# 2216510
Sequoia Wealth Management, LLC
Similar Advisors
Phillip Shaw, financial advisor Chicago IL
Phillip R. Shaw
CRD# 6067744
Goldstone Financial Group, LLC
Similar Advisors
Alexander Bass, financial advisor Chicago IL
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Professional Designations
Company Name Location Dates Years
Corient Services LLC Miami, FL Jul 2023 - Current 1
Corient Chicago, IL Dec 2022 - Current 1
Cipw Service Company, LLC Toronto, Jan 2022 - Jul 2023 1
Gofen And Glossberg, LLC Chicago, IL Nov 2004 - Mar 2023 18

Mary McKinley has no recent exams reported.
Contact Info for Mary P. McKinley
Phone Number: (305) 735-2020
Firm Website: https://www.corient.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    118,192
    MILLIONS
  • Total Number of Accounts
    97,020
    ACCOUNTS
  • Average Account Value
    $1,218,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
  • 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from Mary McKinley and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.