Glenn McKinney is an Advisory Representative affiliated with Cambridge Investment Research, Inc., one of the nation's top independent broker-dealers. With over 23 years' experience, he provides a full array of wealth management and related services to individuals, families, trusts, businesses & non-profit organizations.
“My grandfather was one of the top stockbrokers in the nation [at E.F. Hutton], so I had exposure to the world of investing at a young age. By the time I was 13 or 14, I knew I wanted to help people with investing and other important financial decisions.”
Mr. McKinney is recognized for his knowledge & expertise in the areas of investment management, retirement / IRA distribution / income planning, and has appeared in numerous publications including The Wall Street Journal and AARP Bulletin Today. He has successfully completed the FINRA sponsored Series 6, 7, 63 & 65 examinations and holds insurance licenses in both California & Florida.
He is a member of the Financial Planning Association, an organization dedicated to providing financial consulting services for the benefit of the consumer and agreeing to uphold high standards of practice & ethics. He appears in the Year 2000 Edition of “Who’s Who in Executives & Professionals”. In 2004, Mr. McKinney was asked to join Ed Slott’s Elite IRA Advisor Group, an exclusive, invitation-only group of 80 specialists from around the country selected for their dedication to expanding their knowledge and expertise in the area of Individual Retirement Arrangement (IRA) distribution planning. His longtime interest in the field of Behavioral Finance has led him to pursue advanced studies in this area.
Glenn is a native of Southern California and a graduate of Loyola Marymount University’s School of Business. He lives with his wife & two children in the Tampa Bay area, and divides his time between offices in Long Beach, CA and Safety Harbor, FL. Music, especially blues, is of particular interest to Glenn and he is an active supporter of this traditional American art form. Food, wine & travel are but a few of his other passions in life.