Charolette McKinneyCRD Number: 5053167
Current Firm: Aquilant Advisors
Charolette McKinney (CRD# 5053167) is an Investment Advisor Representative working at Aquilant Advisors in Saint Louis, MO and has over 15 years of experience in the finance industry.
Cutter & Company, Inc.
Moneta Group Investment Advisors, LLC
|Cambridge Investment Research, Inc.||Fairfield, IA||Apr 2021 - Current||< 1|
|Aquilant Advisors||Town And Country, MO||Apr 2021 - Current||< 1|
|Backyard Enterprise||Saint Louis, MO||May 2001 - Current||20|
|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|
Total Assets Under Management156MILLIONS
Total Number of Accounts724ACCOUNTS
Average Account Value$215,895
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
IL, MO, TX
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