Alec
Mckeefry
Wedbush Securities Inc
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About this Advisor
Alec Mckeefry is a financial advisor based in Seattle, Washington with a total of 1 year of relevant experience. Mckeefry is an advisor for Wedbush Securities Inc. Over the course of their career, they have held roles at Skyline High School, Sahalee Country Club, Gonzaga University, Suncadia Resort, Massmutual Northwest, Tumble Creek Golf Club and Wedbush Securities. Mckeefry has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Washington. Wedbush Securities Inc is an advisory firm operating out of Los Angeles, CA. The company has offices in 58 locations and a total of 920 advisors. It has $4 billion in assets under management among its 8,553 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 21 charities and foundations. Of its 8,553 customer accounts, just 14% are associated with high-net-worth investors who have greater than $1 million in assets. The business provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice depend on which service is provided. Fees billed by Wedbush Securities Inc most likely include some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wedbush Securities Inc Brokerage Details
$3,857,311,726
920
8,553
$450,989
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alec Mckeefry Work History
Alec has been registered as a financial advisor for 1 years.*
Wedbush Securities
Tumble Creek Golf Club
Massmutual Northwest
Suncadia Resort
Suncadia Resort
Suncadia Resort
Gonzaga University
Sahalee Country Club
Skyline High School
*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 Alec Mckeefry 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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