KM
CFA · CFP
KM
CFA · CFP

Kevin Mckinnon

22 Years of Experience
Fort Lauderdale, FL
Broker

Kevin Mckinnon is a CFA, CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Lauderdale, FL, with 22 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

500 W Cypress Creek Rd, Ste 680, Fort Lauderdale, FL, 33309

Get directions

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.

Learn about disclosures →
Other Business Activities

Kevin is the owner of McKinnon Wealth Management and KC McKinnon Holdings LLC, spending full-time hours on the former. He also serves as a trustee for his mother and father, treasurer for Spanish River Church, dedicating minimal time to each.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2012 - Present · 13 yrs 9 mos
Wells Fargo Advisors
October 2012 - Present · 13 yrs 9 mos
Previous Registrations
UBS Financial Services INC.
May 2003 - October 2012 · 9 yrs 5 mos
UBS Financial Services INC.Broker
April 2003 - October 2012 · 9 yrs 6 mos
State Registrations36 states
ALCACOCTDCFLGAHIILINKSKYMAMDMEMIMNMSNCNHNJNVNYOHOKORPARISCTNTXUTVAVTWAWI
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.