AM
CFP
AM
CFP

Andrea Mckinley

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
419 advisors
Number of Clients
37,298 clients
Average Client Portfolio
$170K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
Minimum Annual Fee:$1,500
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Location

Home Office OPS OSJ - 41 South High, 41 SOUTH HIGH STREET, 4th FLOOR, Columbus, OH, 43215

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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
The Huntington Investment CompanyBroker
January 2025 - Present · 1 yr 1 mo
Huntington Financial Advisors
January 2025 - Present · 1 yr 1 mo
Previous Registrations
PNC Investments
March 2022 - January 2025 · 2 yrs 10 mos
PNC Investments
October 2021 - March 2022 · 5 mos
PNC InvestmentsBroker
October 2021 - January 2025 · 3 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
September 2020 - September 2021 · 1 yr
UBS Financial Services INC.
January 2018 - December 2019 · 1 yr 11 mos
UBS Financial Services INC.Broker
August 2017 - December 2019 · 2 yrs 4 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.