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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mckenna? Claim Your ProfileMckenna Clifford is an Investment Advisor Representative with CX Institutional, LLC. Mckenna is registered with the state of Indiana and Texas. Mckenna has been in the industry for 6 years and has a Series 65 license. CX Institutional, LLC is a Registered Investment Advisor with the SEC, specializing in Financial Planning, Portfolio Management for Businesses, and Portfolio Management for Individuals. CX Institutional, LLC manages over $3.3 Billion in client assets.
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.
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.
A percentage of the total value of assets under management is charged.
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IN
11/10/2021 - Present
CX Institutional, LLC (AUBURN IN)
IA
Issued 09/14/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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