WM
WM
William Mckinley
23 Years of Experience
Malvern, PA
Broker
William Mckinley is a registered investment advisor at Raymond James & Associates, INC., based in Malvern, PA, with 23 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
Malvern, PA
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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.
Learn about disclosures →Employment History
Current Registrations
Raymond James & Associates, INC.
March 2024 - Present · 2 yrs 2 mos
Raymond James & Associates, INC.
March 2024 - Present · 2 yrs 2 mos
Raymond James & Associates, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Mutual Advisors, LLC
May 2013 - March 2024 · 10 yrs 10 mos
Mutual Securities, INC.Broker
May 2013 - March 2024 · 10 yrs 10 mos
Esg Wealth Management, LLC
March 2011 - August 2013 · 2 yrs 5 mos
Purshe Kaplan Sterling InvestmentsBroker
December 2007 - May 2013 · 5 yrs 5 mos
RBC Dain Rauscher INC.
May 2005 - December 2007 · 2 yrs 7 mos
RBC Dain Rauscher INC.Broker
February 2005 - December 2007 · 2 yrs 10 mos
Morgan Stanley Dw INC.Broker
July 2002 - February 2005 · 2 yrs 7 mos
State Registrations10 states
CADEFLGANCNJNYORPASC
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.