John Dallas Mckinnon

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-05-13
TX	RA	APPROVED_RES	2024-05-13

CA RA
APPROVED

Since 2024-05-13
TX RA
APPROVED_RES

Since 2024-05-13

Branch Locations

Newport Beach, CA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lincoln Financial Advisors Corporation	Irvine	CA	10/2009	05/2024
Equitable Advisors, Llc	New York	NY	05/2024	Present

10/2009 → 05/2024

Lincoln Financial Advisors Corporation

Irvine, CA
05/2024 → Present

Equitable Advisors, Llc

New York, NY

Previous Registrations

2009-10-16 → 2024-05-14

Osaic Fa, Inc.

Redlands, CA

Redlands, CA

Irvine, CA

Irvine, CA
2005-08-02 → 2009-10-30

Lpl Financial Llc

Temecula, CA

Redlands, CA

Redlands, CA
2001-05-15 → 2005-07-01

Wells Fargo Investments, Llc

San Bernardino, CA

Other Businesses

1) Independent Agent - outside insurance

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1998-02-18
S63	Uniform Securities Agent State Law Examination	1990-05-31

S65 Uniform Investment Adviser Law Examination

1998-02-18
S63 Uniform Securities Agent State Law Examination

1990-05-31

Designations

Certified Financial Planner

Other Names

John D Mckinnon
J. Dallas Mckinnon

View on SEC IAPD