Bruce Mckee is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Lisle, IL, with 27 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

3333 Warrenville Rd., Suite 200, Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2010 - Present · 15 yrs 10 mos
Raymond James Financial Services, INC.Broker
September 2010 - Present · 15 yrs 10 mos
Previous Registrations
UBS Financial Services INC.Broker
March 2003 - September 2010 · 7 yrs 6 mos
UBS Financial Services INC.
March 2003 - September 2010 · 7 yrs 6 mos
Salomon Smith Barney INC.
September 2000 - April 2003 · 2 yrs 7 mos
Salomon Smith Barney INC.Broker
September 2000 - April 2003 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1998 - September 2000 · 1 yr 9 mos
State Registrations9 states
COFLILINMINYTNVAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.