Priscilla McKinley, financial advisor San Antonio TX
93 score

Priscilla McKinley

CRD Number: 1924315
Current Firm: Brent Forrest & Associates, LLC

Priscilla McKinley (CRD# 1924315) is an Investment Advisor Representative working at Brent Forrest & Associates, LLC in San Antonio, TX and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jul 2011 - Current 5
Brent Forrest And Associates San Antonio, TX Jan 2002 - Current 14
Insurance Sales Independent San Antonio, TX Aug 1987 - Current 29
Linsco/private Ledger Corp. San Antonio, TX Feb 1997 - Jul 2011 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Priscilla A. McKinley
Phone Number: 210-530-9599
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    210
    MILLIONS
  • Total Number of Accounts
    929
    ACCOUNTS
  • Average Account Value
    $226,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

TX

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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