Clyde Mckay is a PFS-designated registered investment advisor, based in Feasterville, PA, with 27 years of industry experience.
Location
1039 Mill Creek Dr., Feasterville, PA, 19053
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Clyde sells equity indexed annuities through Avantax Insurance Agency and receives commissions as an independent insurance agent providing health insurance benefits. He also manages rental property, is a partner in a tax preparation/accounting firm, serves on his church council, and is an independent consultant for a CPA firm.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations7 states
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