Charolette Lynn Mckinney

Employer firm

Aquilant Advisors CRD 282953

$279M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2001 → Present
  Backyard Enterprise
  Saint Louis, MO
• 03/2011 → 04/2021
  American Portfolios Financial Services Inc.
  Holbrook, NY
• 04/2021 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 04/2021 → Present
  Aquilant Advisors
  Town And Country, MO

Previous Registrations

• 2011-03-08 → 2021-04-29
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2007-08-24 → 2011-01-25
  Waddell & Reed
  St. Peters, MO
  Edmond, OK

Other Businesses

1)AQUILANT ADVISORS, 555 MARYVILLE UNIVERSITY DRIVE, STE 440, SAINT LOUIS, MO, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 05/03/21, NIR, 0 HR/YR- 0/TRADING HR. 2) BACKYARD ENTERPRISE, 12342 MATTHEWS LANE, SAINT LOUIS, MO, CO-OWNER PET SUPPLY/STAINED GLASS WORKS, 02/01/02, NIR, 0 HR/YR- 0/TRADING HR. 3) CHINA PAINTERS RESALE, 12342 MATTHEWS LANE, SAINT LOUIS, MO, CHINA PAINTERS RESALE, 03/01/07, NIR, CO-OWNER, 15 HR/WK- 0/TRADING HR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-08-23
• S63 Uniform Securities Agent State Law Examination
  2006-01-04

Other Names

• Charolette Lynn Hester