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Scott Robert Mckinley

Cetera Investment Advisers LLC

Tigard, OR

Albany, OR

CRD 4204222

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Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-07-10
OR RA APPROVED 2019-06-19
  • TX RA
    APPROVED_RES
    Since 2019-07-10
  • OR RA
    APPROVED
    Since 2019-06-19

Branch Locations

13221 Sw 68Th Pwky #460, Tigard, OR 97223 • United States

Albany, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Services Beaverton OR 04/2000 06/2019
Self Tangent OR 08/2011 12/2016
Foresters Advisory Services Llc Beaverton OR 03/2013 06/2019
Cetera Investment Services Llc St Cloud MN 06/2019 Present
Cetera Investment Advisers Llc Beaverton OR 06/2019 Present
  • 04/2000 → 06/2019
    Foresters Financial Services
    Beaverton, OR
  • 08/2011 → 12/2016
    Self
    Tangent, OR
  • 03/2013 → 06/2019
    Foresters Advisory Services Llc
    Beaverton, OR
  • 06/2019 → Present
    Cetera Investment Services Llc
    St Cloud, MN
  • 06/2019 → Present
    Cetera Investment Advisers Llc
    Beaverton, OR
Previous Registrations
  • 2013-05-03 → 2019-06-20
    Foresters Advisory Services, Llc
    Beaverton, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-12
S63 Uniform Securities Agent State Law Examination 2000-07-06
  • S65 Uniform Investment Adviser Law Examination
    2013-03-12
  • S63 Uniform Securities Agent State Law Examination
    2000-07-06

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
EDWARD JONES
TRANSAMERICA FINANCIAL ADVISORS, LLC

Nearby Investors

BRYAN ALAN BRUMUND
HANNA WEXHLER SMITH
JOHN ANDREW NESS

Nearby Offices

STRATEGIC ADVISERS LLC · TIGARD, OR
EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR

More in Tigard, OR

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