Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McKenna is a financial advisor at LPL Financial LLC, a large financial services firm headquartered in Fort Mill, South Carolina. Robert is registered with the state of California and offers a range of investment services to individuals, businesses, and charitable organizations. Robert is also registered with the state of Georgia, Idaho, Maryland, Oregon, Virginia, and Washington, providing clients access to financial advice in a wide variety of locations. Robert has been in the financial services industry since 1981, building a strong understanding of the market and advising clients on their financial goals. In addition to his primary work with LPL Financial, Robert also runs a separate business DBA McKenna Financial, Inc. where he offers tax preparation services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/31/1997 - Present
LPL Financial LLC (SAN DIEGO CA)
NA
11/19/1981 - 09/11/1986
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
BC
Issued 10/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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