Invested Better
Unclaimed

Unclaimed

Unclaimed

Arthur McKee

McKee Investment Planning, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Arthur? Claim Your Profile

About Arthur McKee

Arthur McKee is a financial advisor with over 20 years of experience in the industry. Arthur McKee is currently registered with McKee Investment Planning, Inc., a firm based in Clermont, FL. Arthur McKee holds Series 7 and Series 66 licenses and is a Certified Financial Planner. Arthur McKee has been a registered representative for McKee Investment Planning, Inc. since 2004. Arthur McKee is a veteran of the industry and has experience with clients in different categories. Arthur McKee has served as a registered representative at Legg Mason Wood Walker, Incorporated in Baltimore, MD from 2002 to 2003. Arthur McKee also teaches economics and finance as an adjunct instructor.

Firm Information

Arthur McKee is currently registered with McKee Investment Planning, Inc.. McKee Investment Planning, Inc. is an investment advisor with approximately $79.28 million in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. They have 625 total accounts, with 27 of those accounts belonging to high-net-worth individuals.

$79.28M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Arthur McKee’s Registration & Firm History

FL

10/08/2024 - Present

McKee Investment Planning, Inc. (CLERMONT FL)

MD

07/09/2002 - 03/19/2003

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

Not sure if Arthur McKee is right for you?

Licenses & Designations

BOTH

Issued 07/15/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/08/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Arthur McKee.
Not sure if Arthur McKee is right for you?