McKinley Financial Group

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Description

First Allied Securities, Inc. was founded in 1994 as a privately held company with a vision of providing independent financial advisors with cutting-edge technology, innovative products and superior service.

Tim then gained experience in the financial industry from the technical perspective. As Director of Stanford Research Institute’s Financial Industry Center, and as a senior advisor at Arthur Anderson Consulting, Tim worked with the financial industry leaders world-wide to develop new financial products and services for business owners and consumers. He worked on every aspect of products and services from financial engineering to obtaining regulatory approval to developing marketing and sales campaigns.

James Luippold is an affiliate of McKinley Financial. He has been in the financial industry for over 15 years. He has owned and operated his own First Allied approved branch for 6 years. James studied Economics at Chabot College. He is an Investment Advisor with First Allied Advisory Services, holds a Series 7, 63 and 65 in addition to a CA Insurance Lic#0H50441. Currently, he is studying to become a Certified Wealth Strategist (CWS).

McKinley Financial offers comprehensive, integrated financial planning and wealth services to our clients. Our clients benefit from the extensive tenure of the firm’s wealth managers, many of whom have experience in the areas of financial planning, asset management, investment brokerage and insurance.

McKinley Financial customizes Professionally Managed Portfolios to achieve the financial goals of individuals, families and privately held businesses. We use several industry-leading investment solutions to provide our clients access to a variety of portfolios at virtually every account level.

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