Robert Mckinnon is a registered investment advisor, based in Berlin, CT, with 9 years of industry experience.
Location
848 Farmington Ave., Suite 6, Berlin, CT, 06037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an advisory representative of a registered investment advisor (RIA), spending about half his time managing client assets or preparing financial plans. He also owns GGM Tax Consultants LLC, focusing on tax preparation, and is a committee member for the Berlin Republican Town Committee, dedicating minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Invest Financial Corporation
Invest Financial CorporationBroker
State Registrations1 state
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.