Thomas Mckinnon
Thomas Mckinnon is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Hingham, MA, with 29 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
175 Derby Street, Suite 40, Hingham, MA, 02043
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is the treasurer of a small holding company and a partner in a CPA firm since 1978, dedicating nearly full-time hours to the CPA practice. He also serves as treasurer for a door and window company, spending minimal time on it, and is a member of Derby Financial Group, LLC, spending about a quarter of his time there. He is also a trustee for a client trust.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
North American Financial Group, INC.Broker
State Registrations12 states
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