Paul Joseph 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
• 03/2005 → 10/2018
  Us Army Reserves
  Schenectady, NY
• 01/2008 → Present
  Mckenney Financial Group
  Portland, ME

Previous Registrations

• 2004-12-16 → 2007-12-13
  New England Securities
  Portland, ME
  Falmouth, ME
  Worcester, MA
  Falmouth, ME
• 2002-07-02 → 2004-11-16
  Securian Financial Services, Inc.
  Cape Elizabeth, ME

Other Businesses

1) MCKENNEY FINANCIAL GROUP, 254 COMMERCIAL ST, STE 245, PORTLAND, ME, 11/30/2007, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, INV REL, 80 HR/MO, 40 HR/MO TRADING. 2) MCKENNEY FINANCIAL GROUP INC, 254 COMMERCIAL ST, STE 245, PORTLAND, ME, 1/1/2015, LEADERSHIP CONSULTANT, NIR, 10 HR/MO, 5 HR/MO TRADING. 3) CIRA, 1776 PLEASANT PLAIN RD, FAIRFIELD, IA, AS ADVISORY REP OF AN RIA, INV REL, 100 HR/MO, 100 HR/MO TRADING. SEE EMPLOYMENT HISTORY FOR START DATE. 4) UNIVERSITY OF PENNSYLVANIA LAW SCHOOL, 3501 SANSOM ST, PHILADELPHIA, PA, 02/2019, ADJUNCT PROFESSOR, NIV, 80 HR/YR, 32 HR/YR TRADING. 5) COTTAGE BROOK CONDO HOMEOWNERS ASSOCIATION, CAPE ELIZABETH, ME, 07/2019, PRESIDENT, HOA, NIR, 2 HR/MO, 0 HR/MO TRADING. 6) MAINE FREEDOM PRESS, 11 HEADLAND LN, CAPE ELIZABETH, ME, 4/12/2022, AUTHOR, NIR, 10 HR/MO, 0 HR/MO TRADING. 7) PINE TREE COUNCIL BSA, 146 PLAINS RD, RAYMOND, ME, 3/16/2023, BOARD MEMBER, NIR, 4 HR/MO. 2 HR/MO TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-08
• S63 Uniform Securities Agent State Law Examination
  1997-09-02