Heather Mckinney
Heather Mckinney is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Knoxville, TN, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1111 Northshore Drive, Suite S-600, Knoxville, TN, 37919
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather works as an associate/employee at Pinnacle Asset Management, discussing banking and investment needs with clients and referring them to a Raymond James advisor. This takes about a quarter to half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
First Tennessee Advisory Services, INC.
First Tennessee Brokerage, INC.Broker
Ftb Advisors, INC.
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.Broker
Prudential Securities IncorporatedBroker
State Registrations1 state
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