Charolette Lynn Mckinney
Investment adviser representative at Aquilant Advisors
25 yearsExperience
1 stateRegistered in
$278.8MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Aquilant AdvisorsApr 2021 to now
- Cambridge Investment Research, Inc.Apr 2021 to now
- Backyard EnterpriseMay 2001 to now
- American Portfolios Financial Services Inc.Mar 2011 to Apr 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (MO).
Aquilant Advisors
Legal name: Lobscouser Ii, LLC
$278.8MAssets managed
314Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5053167
- Firm CRD
- 282953