Earl McKenzie, financial advisor Freehold NJ
96 score

Earl McKenzie

CRD Number: 1090309
Current Firm: Cetera Advisor Networks LLC

Earl McKenzie (CRD# 1090309) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Freehold, NJ and has over 31 years of experience in the finance industry. Earl McKenzie 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.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 5
Mckenzie, Labella, Matol & Company Freehold, NJ Mar 1988 - Current 30
Connecticut General Life Ins Co Cramford, NJ Jul 1982 - Current 35
Financial Network Investment Corporation El Segundo, CA Jan 1992 - Dec 2012 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1986
Contact Info for Earl R. McKenzie
Phone Number: 310-326-3100
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    15,298
    MILLIONS
  • Total Number of Accounts
    68,142
    ACCOUNTS
  • Average Account Value
    $224,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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