Charles Mckinney
Charles Mckinney is a registered investment advisor at Financial Security Advisory INC, based in Va Beach, VA, with 26 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,393 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable based on account composition, complexity, and family relationships. Employees and their families may receive reduced or waived fees.
Fee Estimator
Location
575 Lynnhaven Pkwy, Suite 310, Va Beach, VA, 23452
Get directionsHistory
Regulatory History (1)
Criminal
September 1966Other Business ActivitiesSells Insurance
Charles is the CFO of International Medical Direction, Inc., dedicating a few hours per week to financial evaluations and accounting. He also works nearly full-time as an agent for Financial Security Group, Inc., selling life and health insurance and providing financial advisory services, and spends minimal time as a bookkeeper for Virtual ER.
Employment History
Current Registrations
Financial Security Advisory INC
Financial Security Management, IncorporatedBroker
Previous Registrations
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations13 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.
Exams
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