Edmond
Mckone
Tiaa-Cref Individual & Institutional Services, LLC
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About this Advisor
Edmond Mckone is a financial advisor working out of Oregon City, Oregon who has 1 year of relevant experience. Mckone is currently employed by Tiaa-Cref Individual & Institutional Services, LLC. Mckone has gained experience at Wells Fargo Bank, Wells Fargo Advisors LLC, Tiaa-Cref Individual & Institutional Services, LLC, Us Bank, U.S. Bancorp Investments, Inc, Cuso Financial Services, Lp, Selco Community Credit Union, Wells Fargo Clearing Services, LLC and Tiaa. Mckone maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Alabama, Connecticut, Delaware, District Of Columbia, Louisiana, Maryland, Massachusetts, Nebraska, New Jersey, Oregon, Texas and Washington. Tiaa-Cref Individual & Institutional Services, LLC is an advisory company operating out of New York, NY. The company has offices in 136 locations and a total of 1,235 financial advisors. It handles $31 billion in assets under management across its 76,892 customer accounts, making it one of the largest firms in the country by assets under management. The firm serves 22 charities and foundations. Of its 76,892 customer accounts, 62% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Tiaa-Cref Individual & Institutional Services, LLC performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules depend on which services the firm provides the client. Fees billed by Tiaa-Cref Individual & Institutional Services, LLC can include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tiaa-Cref Individual & Institutional Services, LLC Brokerage Details
$30,906,830,115
1,235
76,892
$401,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Edmond Mckone Work History
Edmond has been registered as a financial advisor for 1 years.*
Tiaa-Cref Individual & Institutional Services, LLC
Tiaa
Wells Fargo Clearing Services, LLC
Cuso Financial Services, Lp
Selco Community Credit Union
Us Bank
U.S. Bancorp Investments, Inc
Wells Fargo Advisors LLC
Wells Fargo Bank
*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 Edmond Mckone 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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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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