Kevin McNee, financial advisor Red Bank NJ
70 score

Kevin McNee

CRD 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.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Kevin C. McNee
Phone Number: 732-842-4920
Firm Website: http://www.wbishares.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    3,069
    MILLIONS
  • Total Number of Accounts
    11,686
    ACCOUNTS
  • Average Account Value
    $262,596
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
70

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