Bryson McKinneyCRD Number: 5052420
Current Firm: Raymond James Financial Services Advisors, Inc.
Bryson McKinney (CRD# 5052420) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Winston Salem, NC and has over 15 years of experience in the finance industry. Bryson McKinney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ubs Financial Services Inc.
Avid Wealth Management, LLC
Principal Securities, Inc.
|Raymond James Financial Services,inc||Winston Salem, NC||Nov 2017 - Current||4|
|Raymond James Financial Services Advisors Inc.||Winston Salem, NC||Nov 2017 - Current||4|
|Pinnacle Asset Management||Winston Salem, NC||Nov 2017 - Current||4|
|Pinnacle Financial Partners||High Point, NC||Nov 2017 - Aug 2020||2|
|Bnc Bank||Winston Salem, NC||Jun 2016 - Nov 2017||1|
|Lpl Financial LLC||Winston Salem, NC||Apr 2009 - Nov 2017||8|
|Capital Bank||Winston Salem, NC||Mar 2009 - Jun 2016||7|
|Stratos Wealth Partners||Winston Salem, NC||Jan 2013 - Jul 2013||< 1|
|Southern Community Bank||Winston Salem, NC||Jan 2009 - Jan 2013||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2006|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
Total Assets Under Management191,890MILLIONS
Total Number of Accounts729,214ACCOUNTS
Average Account Value$263,146
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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