Edward McKinney, financial advisor Port Charlotte FL

Edward McKinney

CRD Number: 2986859
Current Firm: Edward Jones

Edward McKinney (CRD# 2986859) is an Investment Advisor Representative working at Edward Jones in Port Charlotte, FL and has over 3 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Edward Jones St. Louis, MO Jun 2021 - Current < 1
Wells Fargo Clearing Services, LLC Venice, FL Sep 2019 - Jun 2021 1
Wfs Punta Gorda, FL Nov 2018 - Sep 2019 < 1
Unemployed Punta Gorda, FL Sep 2018 - Nov 2018 < 1
Kovack Securities Fort Lauderdale, FL Apr 2018 - Sep 2018 < 1
Unemployed Punta Gorda, FL Dec 2016 - Apr 2018 1
Lincoln Financial Advisors Port Charlotte, FL Oct 2016 - Dec 2016 < 1
Lincoln Financial Network Fort Wayne, IN Dec 2014 - Oct 2016 1
Lincoln Financial Advisors Fort Wayne, IN Oct 2006 - Dec 2014 8
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2018
Contact Info for Edward McKinney
Phone Number: 314-515-2000
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
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

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