MH
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Mckay Harrison

2 Years of Experience
Ivins, UT
BrokerSells Insurance

Mckay Harrison is a registered investment advisor at Cetera Investment Advisers LLC, based in Ivins, UT, with 2 years of industry experience. Mckay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

86 South Docena Dr, Ivins, UT, 84738

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Mckay sells fixed insurance with various companies and Medicare products through Harrison Enterprises since 2018. These activities take about 10-20% of his time and a few hours per week, respectively.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2023 - Present · 2 yrs 8 mos
Cetera Wealth Services, LLCBroker
March 2023 - Present · 3 yrs 2 mos
State Registrations4 states
AZCTNVUT
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.