Brian
Mckinney

Commonwealth Financial Network

CRD#6661521
Investment Advisor
in Columbia, MD

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About this Advisor

Brian Mckinney is a certified financial planner based out of Columbia, Maryland, with 12 years of financial industry experience. Mckinney works at Commonwealth Financial Network. Their career trajectory has included roles at Wms Partners LLC, T. Rowe Price, Bny Mellon, Williams Asset Management, Loyola University Maryland and Commonwealth Financial Network. Mckinney maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Maryland. Commonwealth Financial Network is a company that has its headquarters in Columbia, Maryland. The firm has offices in 1,275 locations and a total of 4,000 advisors. It has $162 billion in assets under management across its 540,172 customer accounts, making it one of the largest firms in the United States by assets under management. The firm provides services to 432 charities and foundations. Of its 540,172 customer accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically depend on which services are provided. However, fees billed by Commonwealth Financial Network most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

8850 Columbia 100 Parkway Suite 204
Columbia, MD 21045

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Commonwealth Financial Network Brokerage Details

Total Assets Under Management

$161,852,722,626

MD Average: $16,012,751,954
Total Number of Employees

4,000

MD Average: 118
Total Number of Accounts

540,172

MD Average: 4,567
Average Account Size

$299,632

MD Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brian Mckinney Work History

Brian has 12 years of experience.

2019 - Present (3 years)

Williams Asset Management

2019 - Present (3 years)

Commonwealth Financial Network

2017 - 2019 (2 years)

Commonwealth Financial Network

2016 - 2019 (3 years)

Williams Asset Management

2015 - 2016 (1 year)

Bny Mellon

2014 - 2015 (1 year)

T. Rowe Price

2013 - 2014 (1 year)

Wms Partners LLC

2010 - 2014 (4 years)

Loyola University Maryland

Disclosures

Brian Mckinney has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Commonwealth Financial Network

Fred Scheffner
Salt Lake City, UT
John Lohse
Wilmington, NC
Ashley Boone
Long Beach, CA
Frank Fitzgerald
Dover, DE
Cameron Kashani
Merrillville, IN
Philip Strunk
Dallas, TX
Jessie Harris
Cary, NC
Kevin Carlin
San Diego, CA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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