Priscilla A. Mckinley
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Priscilla Ann Mckinley, who also goes by Cilla Mckinley, was a registered financial professional .
Priscilla is a previously registered financial professional and started their career in finance in 1989. Priscilla had worked at 8 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 24, 2012 - June 12, 2024
WELA FINANCIAL ADVISORY
July 1, 2011 - March 7, 2023
PURSHE KAPLAN STERLING INVESTMENTS
February 10, 1997 - July 8, 2011
LPL FINANCIAL LLC
February 1, 1994 - December 4, 1996
CAPITAL CLIENT GROUP, INC.
September 5, 1991 - October 5, 1992
SWBC INVESTMENT COMPANY
April 10, 1990 - September 13, 1991
SECURITIES MANAGEMENT & RESEARCH, INC.
November 14, 1989 - April 7, 1990
VOYA FINANCIAL ADVISORS, INC.
February 27, 1989 - June 13, 1989
INVEST FINANCIAL CORPORATION
Primary Firm SEC Registration
WELA FINANCIAL ADVISORY
CRD#: 126266 / SEC#: 801-72638
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationCurrent Firm
WELA FINANCIAL ADVISORY
CRD#: 126266 / SEC#: 801-72638
Contact information
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,548 |
| AUM (Assets Under Management) | $ 657,087,013 |
Red Flags
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