Mary McKinneyCRD Number: 6384478
Current Firm: Buckingham Strategic Wealth, LLC
Mary McKinney (CRD# 6384478) is an Investment Advisor Representative working at Buckingham Strategic Wealth, LLC in Saint Louis, MO and has 1 year of experience in the finance industry. Mary 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.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Buckingham Asset Management, LLC||Clayton, MO||Jul 2017 - Current||4|
|Moneta Group||Clayton, MO||Mar 2012 - Jun 2017||5|
Total Assets Under Management21,700MILLIONS
Total Number of Accounts35,560ACCOUNTS
Average Account Value$610,247
- 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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