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MM

Mark S. Mckinley

MCKINLEY FINANCIAL
Brookville, PA 15825
Some features on this profile are disabled
CRD#: 3185693
MM

Professional summary

Mark Steven Mckinley, CFP® is a registered financial advisor currently at MCKINLEY FINANCIAL located in Brookville, Pennsylvania.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mark has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Steven Mckinley's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1992

Experience

Current

February 12, 2016 - Present

MCKINLEY FINANCIAL

Office #1: 273 Main Street, Brookville, PA 15825
RIA
CRD#: 282443
Brookville, PA
Past

September 24, 2003 - March 21, 2016

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BROOKVILLE, PA
Past

January 4, 2000 - December 31, 2002

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BROOKVILLE, PA
Past

May 5, 1999 - March 21, 2016

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
BROOKVILLE, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New York
(5/24/2021)
IAR
Pennsylvania
(2/12/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/14/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/21/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/21/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/4/1999
Investment Company Products/Variable Contracts Representative Examination

Current Firm

MF
MCKINLEY FINANCIAL
MCKINLEY FINANCIAL | MCKINLEY FINANCIAL WEALTH MANAGEMENT | MCKINLEY FINANCIAL ADVISORS INC

CRD#: 282443 / SEC#:

New York
Registered Investment Advisory firm - (12/2/2019 Approved)
Pennsylvania
Registered Investment Advisory firm - (2/12/2016 Approved)
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Contact information

Main Address
273 Main Street, Brookville, PA 15825
Mailing Address
Phone number
(814) 849-8586
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts488
AUM (Assets Under Management)$ 117,248,954

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MCKINLEY FINANCIAL

CRD#: 282443Brookville, PA 15825

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