Earl Mckenzie
Earl Mckenzie is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Freehold, NJ, with 43 years of industry experience. Earl is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4400 Route 9 So Ste 1000, Freehold, NJ, 07728
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Earl is an insurance agent offering fixed life, health, disability, annuities, and long-term care insurance since 2011. He is also the president of McKenzie Wealth Advisory, using a website to promote and service the business, and a volunteer member of the Monmouth County District Fee Arbitration Committee, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Chris Securities INC.Broker
Manequity, INC.Broker
Cigna Securities, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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