About Us - Our Partners
W. McKinley & Associates LLC is a registered Investment Advisory (RIA) Firm with its main office in Malvern, PA. W. McKinley & Associates is a subsidiary of Mutual Advisors LLC, located in Casper, WY.
As an RIA firm, WMA maintains a clearing services agreement with Fidelity Investments. We use Fidelity’s proprietary advisor platform, WealthCentral, for securities transactions and account tracking, and their custodial services for client assets.
Mutual Securities (MSI)
Mutual Securities serves as W. McKinley & Associates’ Broker-Dealer for certain securities transactions not covered by Fidelity, including(but not limited to) stocks, bonds, mutual funds, and annuities.