Charolette McKinney (CRD# 5053167) is an Investment Advisor Representative working at Aquilant Advisors in Saint Louis, MO and has over 18 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research, Inc. | Fairfield, IA | Apr 2021 - Current | 2 |
Aquilant Advisors | Town And Country, MO | Apr 2021 - Current | 2 |
Backyard Enterprise | Saint Louis, MO | May 2001 - Current | 22 |
American Portfolios Financial Services Inc. | Holbrook, NY | Mar 2011 - Apr 2021 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2006 |
S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- MO
-
Total Assets Under Management182MILLIONS
-
Total Number of Accounts651ACCOUNTS
-
Average Account Value$279,917
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, IL, MO, TX
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