Charolette
Mckinney
Aquilant Advisors
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Aquilant Advisors Brokerage Details
$130,703,464
5
692
$188,878
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.*
Cambridge Investment Research, Inc
Aquilant Advisors
Backyard Enterprise
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
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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