KM
CFP
KM
CFP

Kent Mckee

33 Years of Experience
Winter Park, FL
BrokerSells Insurance

Kent Mckee is a CFP-designated registered investment advisor, based in Winter Park, FL, with 33 years of industry experience.

Location

1115 N. Kentucky Avenue, Winter Park, FL, 32789

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Kent is an advisory representative of a registered investment advisor and spends full-time on investment-related activities. He is also an independent insurance agent for various companies, dedicating a few hours per week, and president of an LLC owning an office building, dedicating minimal time.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
May 2011 - September 2025 · 14 yrs 4 mos
Cambridge Investment Research, INC.Broker
May 2011 - September 2025 · 14 yrs 4 mos
Ameriprise Financial Services, INC.
December 1995 - May 2011 · 15 yrs 5 mos
Ameriprise Financial Services, INC.Broker
November 1995 - May 2011 · 15 yrs 6 mos
Ids Life Insurance CompanyBroker
November 1995 - July 2006 · 10 yrs 8 mos
Interstate Securities CorporationBroker
April 1985 - June 1986 · 1 yr 2 mos
Richardson Greenshields Securities INC.Broker
June 1984 - April 1985 · 10 mos
Blinder, Robinson & Co.,inc.Broker
June 1983 - May 1984 · 11 mos
State Registrations13 states
ALFLGAMDMNMONCNHNJNMSCTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Kent Mckee - Financial Advisor | TrueAdvisor