RM

Rodney A. Mckinnis

MACC IV GROUP
Chandler, AZ
Some features on this profile are disabled
CRD#: 2341594
RM

Professional summary


Rodney Antar Mckinnis, who also goes by Rod Mckinnis, is a registered financial advisor currently at MACC IV GROUP located in Chandler, Arizona.

Rodney is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Rodney has worked at 4 firms and has passed the Series 66, Series 63, Series 7, Series 24 and Series 8 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Rod Mckinnis

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Rodney Antar Mckinnis's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

March 1, 2010 - Present

MACC IV GROUP

RIA
CRD#: 143285
Chandler, AZ
Past

June 7, 2007 - December 31, 2009

MACC IV GROUP

RIA
CRD#: 143285
CHANDLER, AZ
Past

August 27, 2003 - February 21, 2006

TD AMERITRADE, INC.

RIA
CRD#: 7870
PHOENIX, AZ
Past

February 7, 1994 - February 21, 2006

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

September 30, 1993 - January 21, 1994

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
SCHAUMBURG, IL
Past

June 16, 1993 - August 4, 1993

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(3/1/2010)
IAR
California
(6/30/2023)
IAR
Georgia
(4/12/2023)
IAR
Illinois
(3/7/2016)
IAR
Maryland
(5/1/2025)
IAR
Texas
(8/4/2014)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/14/2003
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/29/1995
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm


MI
MACC IV GROUP
MACC IV GROUP | RODNEY MCKINNIS | MACC IV GROUP LLC

CRD#: 143285 / SEC#:

Arizona
Registered Investment Advisory firm - (3/1/2010 Approved)
California
Registered Investment Advisory firm - (6/30/2023 Approved)
Georgia
Registered Investment Advisory firm - (4/12/2023 Approved)
Illinois
Registered Investment Advisory firm - (3/7/2016 Approved)
Maryland
Registered Investment Advisory firm - (5/1/2025 Approved)
Texas
Registered Investment Advisory firm - (8/4/2014 Conditional Restricted)
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Contact information


Main Address
Chandler, AZ
Mailing Address
Po Box 651, Chandler, AZ 85244
Phone number
(480) 789-0618
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts219
AUM (Assets Under Management)$ 32,500,000

Red Flags


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Company Information


MACC IV GROUP

CRD#: 143285Chandler, AZ

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