Kevin McNeeCRD Number: 5468752
Current Firm: Wbi Investments, Inc.
Kevin McNee (CRD# 5468752) is an Investment Advisor Representative working at Wbi Investments, Inc. in Red Bank, NJ and has over 4 years of experience in the finance industry.
Fxp Advisory Services
Jersey Shore Portfolio Management, LLC
Oceanic Capital Management LLC
|Quasar Distributors, LLC||Milwaukee, WI||May 2016 - Current||< 1|
|Wbi Investments||Red Bank, NJ||Apr 2016 - Current||< 1|
|Axa Advisors, LLC||New York, NY||Jan 2015 - Mar 2016||1|
|Unemployed||Shrewsbury, NJ||May 2014 - Jan 2015||< 1|
|Devere Usa Inc.||New York, NY||Jul 2012 - Apr 2014||1|
|Unemployed||New York, NY||Jan 2012 - Jun 2012||< 1|
|Unicredit||Vienna,||Mar 2011 - Dec 2011||< 1|
|Berufschule 6||Linz,||Aug 2010 - Dec 2010||< 1|
|Unemployed||Red Bank, NJ||Apr 2010 - Jul 2010||< 1|
|Network 1 Financial||Red Bank, NJ||Aug 2009 - Mar 2010||< 1|
|Andrew Garrett, Inc.||New York, NY||Jun 2009 - Jul 2009||< 1|
|Citigroup Global Markets Inc.||Shrewsbury, NJ||Jan 2009 - Jun 2009||< 1|
|Unemployed||Shrewsbury, NJ||Oct 2008 - Dec 2008||< 1|
|Highlanders||Gramastetten,||Mar 2008 - Sep 2008||< 1|
|Northwestern Mutual||New York, NY||Jul 2007 - Jan 2008||< 1|
|Florida Atlantic||Boca Raton, FL||Aug 2002 - Jun 2007||4|
|Service Finance||Boca Raton, FL||May 2006 - Sep 2006||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
|S63||Uniform Securities State Law Examination||Feb 2015|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management3,069MILLIONS
Total Number of Accounts11,686ACCOUNTS
Average Account Value$262,596
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.