Aaron Scott Mckinney

Cambridge Investment Research Advisors, INC.

14 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningDivorce PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInvestment Management

Cambridge Investment Research Advisors, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

3842 advisors

Number of Clients

323,031 clients

Average Client Portfolio

$317K average

Assets Under Management

$102.4B

Fee Structure

Location

2100 S Utica Ave, Suite 300, Tulsa, OK, 74114

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2016

Denied

Customer Dispute

August 2013

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Aaron is an advisory representative of a registered investment advisor and owns Utica Capital. He also works as an independent insurance agent for various independent insurance companies, dedicating a few hours per week.

Employment History

Current Registrations

Cambridge Investment Research Advisors, INC.

August 2020 - Present · 5 yrs 6 mos

Cambridge Investment Research, INC.Broker

August 2020 - Present · 5 yrs 6 mos

Previous Registrations

Cetera Advisors LLC

September 2012 - August 2020 · 7 yrs 11 mos

Cetera Advisors LLCBroker

September 2012 - August 2020 · 7 yrs 11 mos

Securian Financial Services, INC.

October 2011 - October 2012 · 1 yr

Securian Financial Services, INC.Broker

September 2011 - October 2012 · 1 yr 1 mo

State Registrations21 states

ALARAZCACOGAIAKSLAMNMOMSNCNMNVOHOKPATNTXWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.