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Brennan Mckean

3 Years of Experience
Marietta, OH
Broker

Brennan Mckean is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marietta, OH, with 3 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

416 Hart St Ste A, Marietta, OH, 45750

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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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Other Business Activities

Brennan works as a financial advisor for Hall Financial Advisors LLC, dedicating about half of their time to this role. This activity is not investment-related.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2022 - Present · 3 yrs 7 mos
Raymond James Financial Services, INC.Broker
August 2022 - Present · 3 yrs 9 mos
State Registrations26 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.