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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard McKinley is a financial advisor with LPL Enterprise, LLC and has been in the industry since 2005. Richard McKinley is licensed to provide investment advice in California and Texas. Richard McKinley has a Series 66, Series 63, Series 26, Series 6TO, SIE, Series 7 and Series 3 license. Richard McKinley has been with LPL Enterprise, LLC since 2024. Prior to that, Richard McKinley was with Prudential Insurance Company of America and Pruco Securities, LLC. Richard McKinley also has experience with Edward Jones, Integrated Resources Equity Corporation, Dean Witter Reynolds Inc., E. F. Hutton & Company Inc, and Greater Pacific Securities, INC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
CA
11/14/2024 - Present
LPL Enterprise, LLC (IRVINE CA)
MO
02/22/2010 - 08/20/2010
EDWARD JONES (ST. LOUIS MO)
NA
10/21/1988 - 09/26/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/04/1988 - 10/31/1988
DEAN WITTER REYNOLDS INC.
NA
11/29/1984 - 04/27/1988
E. F. HUTTON & COMPANY INC
NA
10/26/1984 - 11/19/1984
GREATER PACIFIC SECURITIES,INC.
BOTH
Issued 03/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1986
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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