William Wheeler Mckinley

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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:

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

Current Employers

Employment History

• 05/2013 → 03/2024
  Mutual Securities, Inc
  Camarillo, CA
• 05/2013 → 03/2024
  W Mckinley & Associates Llc
  Malvern, PA
• 03/2024 → Present
  Raymond James & Associates, Inc.
  Doylestown, PA

Previous Registrations

• 2013-05-29 → 2024-03-27
  Mutual Advisors, Llc
  Omaha, NE
  Malvern, PA
• 2011-03-09 → 2013-08-06
  Esg Wealth Management, Llc
  Conshohocken, PA
• 2005-05-05 → 2007-12-20
  Rbc Capital Markets, Llc
  Conshohocken, PA
  Conshohocken, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-11-11
• S66 Uniform Combined State Law Examination
  2002-07-11