Dennis McKinneyCRD Number: 3160328
Current Firm: Equity Investment Corp
Dennis McKinney (CRD# 3160328) is an Investment Advisor Representative working at Equity Investment Corp in Atlanta, GA and has over 19 years of experience in the finance industry.
Terra Firma Financial LLC
Independent Financial Partners
Pragmatic Financial Strategies, Inc.
|Equity Investment Corporation||Atlanta, GA||Sep 2016 - Current||1|
|Foreside Funds Distributors LLC||Berwyn, PA||Apr 2012 - Current||6|
|Jfb Holdings Corp||Atlanta, GA||Mar 2012 - Oct 2017||5|
|John Hancock Funds, LLC||Boston, MA||Jun 2007 - Mar 2012||4|
|John Hancock Advisors, LLC||Boston, MA||Jun 2007 - Mar 2012||4|
|Mfc Global Investment Management Us, LLC||Boston, MA||Jun 2007 - Mar 2012||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1999|
|S65||NASAA Investment Advisors Law Examination||Mar 2003|
Total Assets Under Management2,900MILLIONS
Total Number of Accounts5,834ACCOUNTS
Average Account Value$497,031
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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