Frank McKinley

Financial Wellness Coach at Nationwide Planning Assoc., Inc.

Role: Financial Wellness Coach Retirement Specialist at Cadaret Grant
Location: East Hanover, NJ, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Frank McKinley

I work with successful family-owned businesses of as many as 150 employees. The owners…

Experience

Financial Wellness Coach Retirement Specialist
Cadaret Grant
Mar 2010 — Present
Contractor with Independent Securities broker/dealer and Life, Health, Disability and Long Term Care Insurance Agency.

Education

Fairleigh Dickinson University
MBA, Management/Marketing
1977 — 1980
DePaul Diocesan High
College Prep, College Prep
1966 — 1970
Fordham University
B.A., Communications
1970 — 1974

Skills

Wealth Management
Insurance Planning
Cash Management
High Net Worth Individuals
Disability Insurance
Investments
Ira's
Due Diligence
401k
Insurance
Asset Protection
Budgeting
Stocks
Asset Allocation
Mutual Funds
Pensions
Private Wealth Management
Financial Planning
401k Rollovers
Trusts
Annuities
Equities
Small Business
Etfs
Long Term Care
Retirement Planning
Retirement
Bonds
Term Life Insurance
Defined Benefit
Estate Planning
Employee Benefits
Alternative Investments
Asset Management
Portfolio Management
Fixed Income

Contact information

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Work email
•••••@lpl.com
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Current company

LPL Financial

Financial Services · 15K employees · Founded 1989 · San Diego, California, United States

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss 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. finra.org sipc.org

lpl.com

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About Frank McKinley

Experience

Financial Wellness Coach Retirement Specialist

Education

Fairleigh Dickinson University

DePaul Diocesan High

Fordham University

Skills

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