Luke
Mckinney
Fidelity Personal And Workplace Advisors
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About this Advisor
Luke Mckinney is a financial advisor based out of Durham, North Carolina. Mckinney is an advisor for Fidelity Personal And Workplace Advisors. Their career trajectory has included roles at Equitable Advisors, LLC, Fastenal, Nc State University, Greensboro Schools, Raleigh Wealth Solutions, Fidelity Investments, Ymca Camp Weaver and Nc State University Wellness & Recreation. Mckinney has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in North Carolina and Texas. Fidelity Personal And Workplace Advisors is a financial advisory firm that has its headquarters in Boston, MA. The investment advisory business has offices in 3,093 locations and a total of 13,507 people on staff. It oversees $653 billion in assets across its 1,712,247 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves 11 charities and foundations. Of its 1,712,247 accounts, 31% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Fidelity Personal And Workplace Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Financial management fee schedules typically are based on which services the firm provides the client. Fees billed by Fidelity Personal And Workplace Advisors may include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fidelity Personal And Workplace Advisors Brokerage Details
$652,548,367,853
13,507
1,712,247
$381,106
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Luke Mckinney Work History
Luke has been registered as a financial advisor for 0 years.*
Fidelity Investments
Raleigh Wealth Solutions
Equitable Advisors, LLC
Fastenal
Nc State University Wellness & Recreation
Nc State University
Ymca Camp Weaver
Greensboro Schools
*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 Luke Mckinney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Austin, TX
Fairfield, CT
Fort Lauderdale, FL
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