Allegheny Investments, LTD
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About this Advisor
Nancy Mckee is a certified financial planner who lives in Pittsburgh, Pennsylvania. Currently an advisor at Allegheny Investments, LTD, Mckee has a notable 30 years of professional experience in the financial advisory industry. Mckee maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative. Mckee is able to work with customers in Pennsylvania. Mckee has spent their whole career at Allegheny Investments, LTD. Allegheny Investments, LTD is based out of Pittsburgh, Pennsylvania, and operates out of nine additional locations across the country. As a company, Allegheny Investments, LTD manages $340 million in assets dispersed across 1,702 client accounts and retains more than 106 people. The level of assets currently under the firm's management makes it one of the mid-sized financial advisory firms in the nation. The firm manages 654 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 5% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in capital. Allegheny Investments, LTD offers financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years of Experience
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Allegheny Investments, LTD Brokerage Details
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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
Nancy Mckee Work History
Nancy has 30 years of experience.
Allegheny Financial Group
Nancy Mckee has no disclosures.
Please visit their SEC profile for more details.