Kevin Michael Mckinney
Investment adviser representative at Commonwealth Financial Network
12 yearsExperience
1 stateRegistered in
$212.7BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Commonwealth Financial NetworkOct 2025 to now
- Lifetime Asset and Tax ManagementJun 2023 to now
- Virginia Polytechnic Institute and State UniversitySep 2022 to May 2023
- Atlantic Union BankMay 2022 to Aug 2022
- Virginia Polytechnic Institute and State UniversitySep 2021 to Apr 2022
- KrogerMay 2021 to Aug 2021
- Virginia Polytechnic Institute and State UniversitySep 2020 to Apr 2021
- Green Valley Book FairJun 2019 to Aug 2020
- Spotswood HighschoolNov 2018 to May 2019
- Sunnyside Retirement CommunityJul 2018 to Oct 2018
- Hickory Hill FarmJun 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 7766414
- Firm CRD
- 8032