Bryson Joel Mckinney

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:

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

Current Employers

Employment History

• 04/2009 → 11/2017
  Lpl Financial Llc
  Winston Salem, NC
• 06/2016 → 11/2017
  Bnc Bank
  Winston Salem, NC
• 11/2017 → Present
  Raymond James Financial Services,Inc
  Winston Salem, NC
• 11/2017 → 08/2020
  Pinnacle Financial Partners
  High Point, NC
• 11/2017 → Present
  Raymond James Financial Services Advisors Inc.
  Winston Salem, NC
• 11/2017 → Present
  Pinnacle Bank/Pinnacle Financial Partners
  Winston Salem, NC

Previous Registrations

• 2009-04-01 → 2017-11-13
  Lpl Financial Llc
  Winston-Salem, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Winston-Salem, NC
  Greensboro, NC
  Kernersville, NC
  High Point, NC
  Winston-Salem, NC
  Jonesville, NC
  King, NC
  Winston-Salem, NC
  Winston-Salem, NC
• 2013-01-16 → 2013-07-11
  Stratos Wealth Partners, Ltd
  Winston Salem, NC
• 2007-02-08 → 2009-01-07
  Edward Jones
  St. Louis, MO
  St. Louis, MO
  Yadkinville, NC

Other Businesses

(1)Name of Business: Pinnacle Asset Management Address: 215 Harvey Street, Winston Salem, NC, 27103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/09/2017 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Investment consultant

Exams

• S66 Uniform Combined State Law Examination
  2007-01-24
• S63 Uniform Securities Agent State Law Examination
  2006-01-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant