John Kinney
John Kinney is a registered investment advisor at Warner Wealth, based in Madison, CT, with 36 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 758 clients with $460M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
869 Boston Post Road, Madison, CT, 06443
Get directionsHistory
Regulatory History (3)
Regulatory
April 2000Customer Dispute
November 1999Employment Separation After Allegations
April 1998Other Business ActivitiesSells Insurance
John is involved with Benchmark Asset Management, LLC as a DBA for LPL business, dedicating full-time hours. He also works with Warner Group as a DBA for LPL business, spending about 10-20% of his time overall and minimal time during securities trading. Additionally, he is an investment advisor for Benchmark Asset Management, focusing on non-variable insurance, spending minimal time during trading.
Employment History
Current Registrations
Warner Wealth
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Benchmark Asset Management, LLC
Benchmark Asset Management, LLC
Jefferson Pilot Securities CorporationBroker
Polaris Financial Services, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Painewebber IncorporatedBroker
Isfa CorporationBroker
State Registrations14 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.