Charolette
Mckinney

Aquilant Advisors

CRD#5053167
Investment Advisor
in Saint Louis, MO

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About this Advisor

Charolette Mckinney is a financial advisor based out of Saint Louis, Missouri who has 2 years of industry experience. Mckinney is an employee of Aquilant Advisors. The advisor has gained experience at Backyard Enterprise, American Portfolios Financial Services Inc, Cambridge Investment Research, Inc and Aquilant Advisors. Mckinney maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Missouri. Aquilant Advisors is a financial advisory firm that has its headquarters in Saint Louis, MO. The firm has just five financial advisors. It manages $131 million in assets under management among its 692 client accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 692 customer accounts, just 11% belong to high-net-worth clients who have more than $1 million in investable assets. Aquilant Advisors performs a few services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. However, fee types billed by Aquilant Advisors most likely consist of some blend of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

12444 Powerscourt Dr. Suite 370
Saint Louis, MO 63131

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Aquilant Advisors Brokerage Details

Total Assets Under Management

$130,703,464

MO Average: $11,469,110,461
Total Number of Employees

5

MO Average: 458
Total Number of Accounts

692

MO Average: 33,415
Average Account Size

$188,878

MO Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Charolette Mckinney Work History

Charolette has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Cambridge Investment Research, Inc

2021 - Present (3 years)

Aquilant Advisors

2001 - Present (23 years)

Backyard Enterprise

2011 - 2021 (10 years)

American Portfolios Financial Services Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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

Steven Farris
Saint Louis, MO
David Jacobsmeyer
Saint Louis, MO
Brett Parker
Saint Louis, MO
Charolette Mckinney
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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