Richard
Kinney
Trek Financial
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About this Advisor
Richard Kinney is a financial advisor based in Irmo, South Carolina, working with Trek Financial. Richard has previously held positions at Kinney Retirement Strategies, LLC, Horter Investment Management, Bcj Capital Management, and Regal Investment Advisors LLC. Richard has passed the Series 65 regulatory exam and is registered to provide services in South Carolina. Currently, Richard is part of Trek Financial, which operates out of Irmo, South Carolina. The firm has 32 offices and 55 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Trek Financial includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Trek Financial Brokerage Details
$2,260,449,578
55
4,584
$493,117
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Richard Kinney Work History
Bcj Capital Management
Kinney Retirement Strategies, LLC
Horter Investment Management
Regal Investment Advisors LLC
Disclosures
Please visit the SEC profile of Richard Kinney 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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