Kent McKeeCRD Number: 1146114
Current Firm: Cambridge Investment Research Advisors, Inc.
Kent McKee (CRD# 1146114) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Winter Park, FL and has over 21 years of experience in the finance industry. Kent McKee 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.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2011 - Current||5|
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2011 - Current||5|
|American Express Financial Advisors Inc.||Orlando, FL||Jan 1995 - May 2011||16|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1995|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV