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Bruce Edward Mckee

Raymond James Financial Services Advisors, Inc

Lisle, IL

CRD 3130012

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2010-09-29
  • IL RA
    APPROVED
    Since 2010-09-29

Branch Locations

3333 Warrenville Rd. Suite 200, Lisle, IL 60532 • 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
Raymond James Financial Services Lisle IL 09/2010 Present
Raymond James Financial Services Advisors, Inc Lisle IL 09/2010 Present
Crossroads Wealth Services Llc Lisle IL 09/2011 01/2019
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1998-12-17
  • S66 Uniform Combined State Law Examination
    1998-12-17
Other Names
  • Bruce E Mckee

View on SEC IAPD

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Nearby Investors

TIMOTHY RANDOLPH BOECKER
EVANGELINE KATHERINE KANARIS
BRAD RYAN BRONDSEMA

Nearby Offices

ADVISORS ASSET MANAGEMENT, INC. · LISLE, IL
ADVYZON INVESTMENT MANAGEMENT, LLC · LISLE, IL
LPL FINANCIAL LLC · LISLE, IL

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