Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald McKinney is a financial advisor with over 30 years of experience in the industry. Donald is currently registered with Cambridge Investment Research Advisors, Inc. and has a Series 7, Series 63, Series 65, and Series 24 license. Donald specializes in providing financial planning, portfolio management, and investment advice to individual investors and businesses. Donald has a strong track record of success in helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CA
03/27/2023 - Present
Cambridge Investment Research Advisors, Inc. (Solana Beach CA)
CA
01/03/2023 - 04/21/2023
MOMENTUM INDEPENDENT NETWORK INC. (Solana Beach CA)
CA
06/18/2001 - 12/31/2022
NTB FINANCIAL CORPORATION (SOLANA BEACH CA)
CA
04/10/1995 - 06/18/2001
OWEN-JOSEPH SECURITIES, INC. (SAN DIEGO CA)
CA
09/29/1993 - 03/27/1995
C. M. BLAIR, W. O. FOSTER & CO., INC. (TOLUCA LAKE CA)
IA
Issued 12/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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