Elizabeth True Mckenney

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → Present
  Cambridge Investment Research, Inc
  Fairfield, IA
• 11/2007 → Present
  Cambridge Investment Research Advisors, Inc
  Fairfield, IA
• 01/2008 → Present
  Mckenney Financial Group
  Portland, ME

Previous Registrations

• 2005-06-02 → 2007-12-13
  New England Securities
  Boston, MA
  Portland, ME
  Worcester, MA
  Falmouth, ME
• 2002-06-24 → 2004-11-16
  Securian Financial Services, Inc.
  Cape Elizabeth, ME

Other Businesses

1) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF A RIA. INV REL - 20/WK - 20/TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 2) ELIZABETH T MCKENNEY, 254 COMMERCIAL ST, STE 245, PORTLAND, ME, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES 01/01/96, INV REL, 2/WK- 2/TRADING 3) MCKENNEY FINANCIAL GROUP INC, 254 Commercial ST Suite 245, Portland ME 04101, United States, 01/01/2008, Vice President, Board Member/Officer/Director/Committee Member/Board Trustee, NIR, 5 HR/MO - 5 HR/MO TRADING

Exams

• S66 Uniform Combined State Law Examination
  2002-06-05
• S63 Uniform Securities Agent State Law Examination
  1997-05-06

Other Names

• Betsy Mckenney
• Elizabeth T Mckenney