Frank Mckinney is a registered investment advisor, based in Houston, TX, with 25 years of industry experience.
Location
8 Greenway Plaza, Suite 1350, Houston, TX, 77046
Get directionsHistory
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
Frank sells life, health, disability, annuities, and long-term care insurance with various companies since 2015 and is a partner in McKinney Capital Management, dedicating about a quarter of his time. He also owns MCM Tax for tax preparation services and is a managing partner in Fix My 401k and Fix My 403B.
Employment History
Current Registrations
Mutual Securities, INC.Broker
Mckinney Capital Management
Previous Registrations
Cetera Investment Advisers LLC
Cetera Advisors LLC
Cetera Advisors LLCBroker
Securities America, INC.Broker
Securities America Advisors, INC.
Hanson McclainBroker
Hanson Mcclain Advisors
Securities America, INC.Broker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
State Registrations17 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.