Deborah Mckinney
Deborah Mckinney is a registered investment advisor at Ameriprise Financial Services, LLC, based in Vancouver, WA, with 15 years of industry experience. Deborah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.
Location
1499 SE Tech Center Pl, Ste 220, Vancouver, WA, 98683
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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
Deborah is an independent insurance broker for Blue Cross Blue Shield since 2022, selling health insurance. Deborah also works for H&R Block as a Master Tax Advisor and Enrolled Agent, spending about a quarter of her time in this role.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
PFS Investments INC.Broker
Primerica Advisors
AXA Advisors, LLC
AXA Advisors, LLCBroker
Usallianz Securities, INC.Broker
Mony Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations24 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.