Unclaimed Profile

Kathryn C Mcneely

JOURNEY ADVISORY GROUP, LLC·COVINGTON, Kentucky

Series 7, Series 65, Series 66Clean record15 years registeredJOURNEY ADVISORY GROUP, LLC

50 E. RIVERCENTER BLVD, COVINGTON, KY 41011CRD# 3135273Firm CRD# 171919

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kathryn C Mcneely · COVINGTON, KY

Registration

CRD #3135273 · JOURNEY ADVISORY GROUP, LLC · 15 years registered

Brand Profile

Not yet started

Career History

JOURNEY ADVISORY GROUP, LLC

Jan 2020 – present

CHANNEL ISLANDS GROUP

Aug 2019 – Feb 2020

TEMPLE, TX

INDEPENDENT FINANCIAL PARTNERS

Aug 2011 – Apr 2013

TEMPLE, TX

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · August 3, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JOURNEY ADVISORY GROUP, LLC

CRD 171919 · SEC 801-79934

AUM

$1.0B

Regulatory assets under management

Employees

1,692 client accounts

Services offered by JOURNEY ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at JOURNEY ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Kathryn C Mcneely offer?

Kathryn C Mcneely specializes in Financial Planning, Investment Management. Contact their office in COVINGTON, Kentucky for a consultation.

What are Kathryn C Mcneely's credentials?

Kathryn C Mcneely is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kathryn C Mcneely located?

Kathryn C Mcneely is based in COVINGTON, Kentucky, working with JOURNEY ADVISORY GROUP, LLC. Their office serves clients in the COVINGTON metropolitan area and surrounding communities.

How does Kathryn C Mcneely charge for services?

Kathryn C Mcneely's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOURNEY ADVISORY GROUP, LLC?

JOURNEY ADVISORY GROUP, LLC has approximately 20 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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