Scott McKinney, financial advisor Denver CO
90 score

Scott McKinney

CRD Number: 5958417
Current Firm: Bear Creek Asset Management, LLC

Scott McKinney (CRD# 5958417) is an Investment Advisor Representative working at Bear Creek Asset Management, LLC in Denver, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Baseline Liquors Boulder, CO Jun 2001 - Current 15
Three Palms Denver, CO Jul 2004 - Jun 2011 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2011
Contact Info for Scott McKinney
Phone Number: 303-459-7333
Registered State(s):
  • AL
  • UT
  • AZ
  • CO
  • DE
By the Numbers
  • Total Assets Under Management
    5,530
    MILLIONS
  • Total Number of Accounts
    127
    ACCOUNTS
  • Average Account Value
    $43,543,307
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AZ, CO, DE, IL, NY, OK, SD, TN, TX, UT, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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