Unclaimed
Robert Ryan McKinney is an investment advisor representative associated with Advisors Capital Management, LLC. Robert has been in the industry for over 20 years. Robert has a broad background in financial services with prior experience at LPL FINANCIAL LLC, LINCOLN FINANCIAL ADVISORS CORPORATION, and THE LINCOLN NATIONAL LIFE INSURANCE COMPANY. Robert holds the Series 6, 7, and 63 securities licenses, as well as the Series 65 Investment Advisor Representative license. Robert has expertise in helping individuals, families, and businesses with their financial planning needs.
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.
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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2
PA
12/07/2017 - Present
Advisors Capital Management, LLC (WEXFORD PA)
PA
12/03/2008 - 12/14/2017
LPL FINANCIAL LLC (WEXFORD PA)
PA
08/23/2002 - 12/05/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (SEWICKLEY PA)
IN
08/23/2002 - 05/24/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
05/01/2000 - 08/15/2002
THE ADVISORS GROUP, INC. (BETHESDA MD)
DE
01/14/1993 - 05/02/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 10/27/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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