Priscilla
Mckinley
Wela Financial Advisory
Answer a few questions and
get matched with an advisor.
About this Advisor
Priscilla Mckinley is a financial advisor who works in San Antonio, Texas with 11 years of industry experience. Mckinley is on the advisory team at Wela Financial Advisory. Throughout their career, they have worked at Purshe Kaplan Sterling Investments, Brent Forrest And Associates and Insurance Sales Independent. Mckinley maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas. Wela Financial Advisory is a financial advisory business based in San Antonio, TX. It controls $459 million in assets under management across its 1,504 customer accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,504 client accounts, 31% belong to high-net-worth individuals who have greater than $1 million in investable assets. Wela Financial Advisory has a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules depend on the type of services. However, fee types billed by Wela Financial Advisory can include any combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Wela Financial Advisory Brokerage Details
$458,687,899
8
1,504
$304,979
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Priscilla Mckinley Work History
Priscilla has been registered as a financial advisor for 11 years.*
Brent Forrest And Associates
Purshe Kaplan Sterling Investments
Brent Forrest And Associates
Insurance Sales Independent
*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 Priscilla Mckinley 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 Wela Financial Advisory
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
