Donald
Mckinney
Momentum Independent Network Inc
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About this Advisor
Donald Mckinney is a financial advisor who works out of Dallas, Texas. Mckinney currently works for Momentum Independent Network Inc. Over the course of their career, Mckinney has held roles at Cambridge Investment Research Advisors, Inc, Linclay Management, Linclay Mgmt, Neidiger, Tucker, Bruner, Inc, Momentum Independent Network and Cambridge Investment Research, Inc. Mckinney has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Arizona, California, Florida, Idaho, Nevada, New York, Oregon, Pennsylvania and Washington. Momentum Independent Network Inc is a registered investment company operating out of Dallas, TX. The company has offices in 93 locations and a total of 140 people on staff. It handles $825 million in assets under management among its 3,028 customer accounts, making it one of the larger firms in the country by assets under management. The firm serves seven charitable organizations. Of its 3,028 customer accounts, just 8% are associated with high-net-worth clients who have greater than $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on the type of services offered. However, fees billed by Momentum Independent Network Inc likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Momentum Independent Network Inc Brokerage Details
$824,546,760
140
3,028
$272,307
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Donald Mckinney Work History
Donald has been registered as a financial advisor for 0 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Momentum Independent Network
Neidiger, Tucker, Bruner, Inc
Linclay Management
Linclay Mgmt
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Donald Mckinney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Momentum Independent Network Inc
Dallas, TX
Salado, TX
Dallas, TX
Dallas, TX
Shreveport, LA
Winston Salem, NC
Dallas, TX
Dallas, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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