Ralph Mckenzie
Ralph Mckenzie is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Ironton, OH, with 34 years of industry experience. Ralph is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 3,343 clients with $1.8B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — Currently offered at no cost, providing personalized reports to assess financial goals and retirement readiness.
Location
120 S Third St, Ironton, OH, 45638
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2003Other Business Activities
Ralph serves as the Treasurer for First Baptist Church Russell, a religious organization in Russell, KY. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLCBroker
U.S. Bancorp Advisors, LLC
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Firstar Investment Services,inc.Broker
Conseco Securities, INC.Broker
Financial Horizons Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations6 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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