NM
CFA
NM
CFA

Neil Mckenna

23 Years of Experience
Aurora, CO
Broker

Neil Mckenna is a CFA-designated registered investment advisor, based in Aurora, CO, with 23 years of industry experience.

Location

Suite 225, 6155 South Main Street, Aurora, CO, 80016

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Loomis Sayles Distributors, L.P.
December 2005 - Present · 20 yrs 7 mos
Loomis Sayles Distributors, L.P.Broker
December 2005 - Present · 20 yrs 7 mos
Loomis, Sayles & Company, L.P.
January 2003 - Present · 23 yrs 6 mos
State Registrations7 states
CACOMONVORTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Neil Mckenna - Financial Advisor | TrueAdvisor