Christine L. Mckennie
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Christine Louise Mckennie, who also goes by Christine Louise Barnes, Christine Louise Taylor, was a registered financial professional .
Christine is a previously registered financial professional and started their career in finance in 1991. Christine had worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 9, Series 10 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 17, 2022 - August 20, 2025
ZUNA, LLC
January 5, 2001 - January 4, 2005
CHARLES SCHWAB & CO., INC.
March 3, 1998 - November 30, 2000
FIDELITY BROKERAGE SERVICES LLC
June 19, 1991 - October 14, 1997
ALLSTATE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
ZUNA, LLC
CRD#: 306113 / SEC#: 801-117623
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ZUNA, LLC
CRD#: 306113 / SEC#: 801-117623
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 60 |
| AUM (Assets Under Management) | $ 411,282,994 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
