Samuel McKinley (CRD# 6291743) is an Investment Advisor Representative working at Mckinley Financial in Brookville, PA and has over 10 years of experience in the finance industry.
CRD# 6994913
Edward Jones
CRD# 4822754
Securities America Advisors, Inc.
CRD# 804800
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mckinley Financial Advisors, Inc. | Brookville, PA | Nov 2023 - Current | < 1 |
| Mckinley Financial Advisors, Inc. | Brookville, PA | Jan 2022 - Current | 2 |
| Mckinley Financial Advisors, Inc. | Brookville, PA | Feb 2016 - Current | 8 |
| Mckinley & Company, Pc | Brookville, PA | Nov 2009 - Current | 14 |
| Cetera Investment Advisors Llc Dba Mckinley Financial | Schaumburg, IL | Mar 2014 - Feb 2016 | 1 |
| Cetera Financial Specialists LLC | Brookville, PA | Feb 2014 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2014 |
- NY
- PA
-
Total Assets Under Management81MILLIONS
-
Total Number of Accounts499ACCOUNTS
-
Average Account Value$161,600
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NY, PA
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