Robert McKernan (CRD# 7455896) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 2 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services LLC | Newtown Square, PA | Oct 2021 - Current | 2 |
Massmutual Life Insurance Co | Newtown Square, PA | Oct 2021 - Current | 2 |
Giant Inc. | King Of Prussia, PA | Jun 2021 - Sep 2021 | < 1 |
Doordash | San Francisco, CA | May 2019 - Mar 2021 | 1 |
Footlocker Inc. | King Of Prussia, PA | Sep 2017 - Feb 2019 | 1 |
Arnold's Family Fun Center | Phoenixville, PA | Sep 2015 - Sep 2017 | 2 |
Student | King Of Prussia, PA | Sep 2011 - Jun 2017 | 5 |
Bridgeport Borough | Bridgeport, PA | Jun 2015 - Jul 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jan 2022 |
- PA
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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