Charles Mckinney Cpfa Email & Phone Number | As a financial advisor, I help clients manage their financial goals and aspirations through building comprehensive investment, risk, and financial planning strategies. My colleagues and I are committed to building an office that demonstrates the collective passion we share for our clients and our community. As a field leader, I serve as mentor to both new and seasoned financial advisors; prepared to provide the knowledge and resources to take their practice to the next level; helping financial advisors leverage their strengths and experiences to build successful practices. Securities and Investment Advisory Services offered through LPL Financial, a Broker/Dealer, Member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Charles Mckinney Cpfa

As a financial advisor, I help clients manage their financial goals and aspirations through building...
Memphis, Memphis, United States

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Charles Mckinney Cpfa’s Email charles.mckinney@lpl.com

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Charles Mckinney Cpfa’s Location Memphis, Memphis, United States

Charles Mckinney Cpfa’s Current Industry Lpl Financial White Station High School Womens Lacrosse

Charles Mckinney Cpfa’s Prior Industry Waddell And Reed | Germantown Municipal School District

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Financial Advisor, Registered Principal, Branch Manager

2021-07-01 00:00:00 - Present

Assistant Head Coach

2020-11-01 00:00:00 - Present

Branch Manager, Executive Director of Business Management

2017-08-01 00:00:00 - 2021-07-01 00:00:00

Houston High School, Head Coach - Women's Lacrosse

2015-01-01 00:00:00 - 2020-10-01 00:00:00

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Charles Mckinney Cpfa is a As a financial advisor, I help clients manage their financial goals and aspirations through building comprehensive investment, risk, and financial planning strategies. My colleagues and I are committed to building an office that demonstrates the collective passion we share for our clients and our community. As a field leader, I serve as mentor to both new and seasoned financial advisors; prepared to provide the knowledge and resources to take their practice to the next level; helping financial advisors leverage their strengths and experiences to build successful practices. Securities and Investment Advisory Services offered through LPL Financial, a Broker/Dealer, Member FINRA / SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Charles Mckinney Cpfa currently works in the Lpl Financial | White Station High School Womens Lacrosse |

Charles Mckinney Cpfa has prior
experience in the following industries:
Waddell And Reed | Germantown Municipal School District

Charles Mckinney Cpfa has the following professional experience:
Lpl Financial | White Station High School Womens Lacrosse | Waddell And Reed | Germantown Municipal School District