Priscilla McKinley (CRD# 1924315) is an Investment Advisor Representative working at Wela Financial Advisory in San Antonio, TX and has over 35 years of experience in the finance industry.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brent Forrest And Associates | San Antonio, TX | Jan 2016 - Current | 8 |
| Purshe Kaplan Sterling Investments | Albany, NY | Jul 2011 - Current | 12 |
| Brent Forrest And Associates | San Antonio, TX | Jul 2003 - Current | 20 |
| Insurance Sales Independent | San Antonio, TX | Aug 1987 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1989 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2012 |
- TX
-
Total Assets Under Management506MILLIONS
-
Total Number of Accounts1,454ACCOUNTS
-
Average Account Value$347,873
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
CO, TX
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