Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert McKee is a financial advisor at LPL Financial LLC with over 35 years of experience in the industry. Robert has been registered with the state of Indiana since 1984 and currently holds multiple registrations with both the state and the firm. Robert is a seasoned professional with a wide range of experience, including working with Next Financial Group, Inc., SAGEPOINT FINANCIAL, INC. and Raymond James Financial Services, Inc. Robert is committed to helping clients achieve their financial goals through personalized advice and comprehensive financial planning 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
MI
07/30/2019 - Present
LPL Financial LLC (SAINT JOSEPH MI)
IN
08/24/2012 - 08/01/2019
SAGEPOINT FINANCIAL, INC. (MICHIGAN CITY IN)
IN
11/12/2004 - 08/27/2012
NEXT FINANCIAL GROUP, INC. (MICHIGAN CITY IN)
FL
04/09/1999 - 11/17/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
09/23/1998 - 04/16/1999
WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)
IN
07/10/1997 - 06/24/1998
PINNACLE FINANCIAL CONSULTANTS, INC. (VALPARAISO IN)
OH
01/29/1991 - 04/29/1997
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
FL
06/19/1989 - 10/30/1990
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
01/06/1984 - 06/29/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
01/06/1984 - 06/29/1989
IDS LIFE INSURANCE COMPANY
MN
01/06/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC. (MINNEAPOLIS MN)
BC
Issued 01/05/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/17/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Robert McKee is the right advisor for you? Invested Better is here to help.
