Raschard
Mckinney
Cibc Private Wealth Advisors, Inc
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About this Advisor
Raschard Mckinney is a chartered financial analyst working out of San Francisco, California with 1 year of relevant experience. Mckinney works at Cibc Private Wealth Advisors, Inc. Throughout their career, Mckinney has worked at Citigroup, Jp Morgan, Cibc Private Wealth Advisors, Inc and 8Th & Mckinney LLC. Mckinney is registered to operate in California. Cibc Private Wealth Advisors, Inc is a financial advisory business operating out of Chicago, IL. The company has offices in 13 locations and a total of 455 employees. It administers $51 billion in total assets among its 35,555 client accounts, making it one of the largest firms in the country by assets under management. The firm provides services to 1,159 charitable organizations. Of its 35,555 customer accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets. The firm provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees usually depend on which services the firm provides the client. Fee types billed by Cibc Private Wealth Advisors, Inc likely include any combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cibc Private Wealth Advisors, Inc Brokerage Details
$51,105,957,813
455
35,555
$1,437,378
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Raschard Mckinney Work History
Raschard has been registered as a financial advisor for 1 years.*
Cibc Private Wealth Advisors, Inc
8Th & Mckinney LLC
Jp Morgan
Citigroup
*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 Raschard 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 Cibc Private Wealth Advisors, Inc
Chicago, IL
Boca Raton, FL
Chicago, IL
Atlanta, GA
Chicago, IL
Chicago, IL
New York, NY
Washington, DC
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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