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Beth M
Series 65, Series 63
Wisconsin Rapids, WI
Primerica Advisors
Beth Mckinney is a financial advisor with Primerica Advisors in Wisconsin Rapids, WI, holding Series 65 and Series 63 licenses and over 31 years of industry experience. She has been with Primerica Advisors since 1995 and has also worked independently and at WALTER McKINNEY. Outside of advising, she participates in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports discretionary separately managed accounts with trade execution and custody services.
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