Suntrust Advisory Services, Inc
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About this Advisor
Sarah Mckinley is a chartered financial analyst working in Charlotte, North Carolina, who has been in the financial industry for 14 years. Mckinley is on the advisory team at Suntrust Advisory Services, Inc. Throughout their career, Mckinley has worked at Suntrust Advisory Services and Suntrust Investment Services, Inc. Mckinley maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in North Carolina. Suntrust Advisory Services, Inc is a registered investment firm that has its headquarters in Charlotte, North Carolina. It has offices in 1,572 locations and a total of 1,539 employees. It oversees $19 billion in assets under management between its 41,105 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 54 charities and foundations. Of its 41,105 customer accounts, 15% are associated with high-net-worth clients who have more than $1 million in investable assets. The business provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, publication of newsletters and other services. A financial advisor's fees vary depending on the services offered. However, fees charged by Suntrust Advisory Services, Inc likely consist of asset-based and hourly fees.
Certifications and Registrations
Years of Experience
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Suntrust Advisory Services, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Sarah Mckinley Work History
Sarah has 14 years of experience.
Suntrust Advisory Services
Suntrust Investment Services, Inc
Sarah Mckinley has no disclosures.
Please visit their SEC profile for more details.