Company Information

Get to know MCKENNA FINANCIAL

Founded in 1978, McKenna Financial & Insurance Services Inc. is a family-owned financial services firm based in California. The company's mission is to provide personalized and comprehensive financial guidance, covering areas such as retirement planning, investment management, insurance solutions, and estate planning. They operate on the principle of building long-term client relationships to help individuals and families navigate all stages of their financial lives. The firm's advisors are affiliated with Cambridge Investment Research, Inc. for securities and advisory services.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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MCKENNA FINANCIAL

United Kingdom

Founded in

2006 (20 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.