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Adam Keith Mckell

10 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
5,384 clients
Average Client Portfolio
$209K average
Assets Under Management
$1.1B

Fee Structure

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Location

3714 Tibbetts St Suite 100, Riverside, CA, 92506

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Adam is involved in non-variable insurance sales, including fixed life and fixed annuities, through McKell Partners. This activity takes up a full-time commitment during trading hours.

Employment History
Current Registrations
Portside Wealth Group, LLC
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Townsquare Capital, LLC
February 2018 - June 2023 · 5 yrs 4 mos
Oneamerica Securities, INC.
November 2015 - March 2018 · 2 yrs 4 mos
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.
Adam Keith Mckell - Financial Advisor | TrueAdvisor