Corbett Atwell Mckinney
Investment adviser representative at Facet
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- FacetJun 2026 to now
- Osaic Wealth, Inc.Jan 2025 to Jun 2026
- Lincoln Financial Advisors CorporationMar 2024 to Jan 2025
- The Next Level Planning GroupApr 2023 to Jun 2026
- Wildes Financial Strategies, IncJun 2020 to Feb 2023
- Massmutual CommonwealthMay 2019 to Nov 2019
- Liberty UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7250012
- Firm CRD
- 285961