Neil
Mckenna
Loomis, Sayles & Company, L.P
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About this Advisor
Neil Mckenna is a chartered financial analyst who works out of Aurora, Colorado who has 20 years of industry experience. Mckenna currently works for Loomis, Sayles & Company, L.P. They have spent their complete career at Loomis, Sayles & Company, L.p. Mckenna holds a Series 63 license, designating them as a securities representative, and is approved to advise clients in Texas. Loomis, Sayles & Company, L.P is a business based out of Boston, MA. The investment advisory business has offices in seven locations and a total of 717 financial advisors. It controls $254 billion in total assets among its 20,030 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 208 charitable organizations. Of its 20,030 customer accounts, 92% belong to high-net-worth individuals who have at least $1 million in assets. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. Financial advisory fees typically vary depending on the financial services offered. Fee types billed by Loomis, Sayles & Company, L.P likely consist of asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Loomis, Sayles & Company, L.P Brokerage Details
$254,158,838,705
717
20,030
$12,688,909
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other
Neil Mckenna Work History
Neil has been registered as a financial advisor for 20 years.*
Loomis, Sayles & Company, L.P
*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 Neil Mckenna to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Loomis, Sayles & Company, L.P
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