Charolette
Mckinney
Aquilant Advisors
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About this Advisor
Charolette Mckinney is a financial advisor based in Saint Louis, Missouri, working with Aquilant Advisors. Charolette has previously held positions at Backyard Enterprise, American Portfolios Financial Services Inc, Cambridge Investment Research, Inc, and Aquilant Advisors. Charolette has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Charolette is part of Aquilant Advisors, which operates out of Saint Louis, Missouri. The firm has 1 office and 3 employees. The firm manages assets totaling $182.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Aquilant Advisors includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aquilant Advisors Brokerage Details
$182,226,086
3
651
$279,917
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Charolette Mckinney Work History
Cambridge Investment Research, Inc
Aquilant Advisors
Backyard Enterprise
American Portfolios Financial Services Inc
Disclosures
Please visit the SEC profile of Charolette Mckinney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aquilant Advisors
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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