Conor Mckenzie
Conor Mckenzie is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ligonier, PA, with 10 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
110 S Fairfield St, Ligonier, PA, 15658
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2025Other Business Activities
Conor is the owner of Honor Wealth Planning LLC, his personal LLC affiliated with Raymond James, dedicating about a quarter to half of his time. He is also a 50% owner of McKenzie Boys Club LLC, which will own a commercial building rented to Honor Wealth Planning LLC, requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations15 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.