Robert Makiney, financial advisor Monmouth IL
96 score

Robert Makiney

CRD Number: 1019848
Current Firm: Securities America Advisors, Inc.

Robert Makiney (CRD# 1019848) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Monmouth, IL and has over 25 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Securities America Advisors, Inc. Monmouth, IL Nov 2014 - Current 2
Securities America, Inc. Monmouth, IL Nov 2014 - Current 2
Sunset Financial Services, Inc. Monmouth, IL Mar 1998 - Nov 2014 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
Contact Info for Robert S. Makiney
Phone Number: 402-399-9111
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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
  • 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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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