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Nancy Dugan McKee

Allegheny Financial Group Ltd.

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About Nancy Dugan McKee

Nancy McKee is a financial advisor with over 30 years of experience. Nancy is registered with Allegheny Financial Group Ltd. in Pittsburgh, Pennsylvania and has been a registered representative since 2007. Nancy has earned the Certified Financial Planner designation and her clients include high net worth individuals, corporations, charitable organizations, and pooled investment vehicles. Nancy has held licenses and certifications for Series 7, Series 24, and Series 66. Nancy currently has a firm affiliation with Allegheny Financial Group Ltd..

Firm Information

Nancy McKee is currently registered with Allegheny Financial Group Ltd.. Allegheny Financial Group Ltd. is a registered investment advisor based in Pittsburgh, Pennsylvania. The firm provides financial planning and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. They manage over $4.4 billion in assets, with a focus on providing personalized, comprehensive financial solutions.
Allegheny Financial Group Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$4.47B

Assets Under Management

50

Total Clients

4

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.

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financial planning services

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

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Performance based fees pd to gps of affiliated entities

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Nancy McKee’s Registration & Firm History

PA

05/03/2007 - Present

Allegheny Financial Group Ltd. (PITTSBURGH PA)

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Licenses & Designations

BOTH

Issued 04/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/11/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nancy Dugan McKee.
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