Terri Lynn Mckinney
Professional Summary
Terri Lynn Mckinney is a registered financial advisor currently at RESOLUTE INVESTMENT DISTRIBUTORS, INC. located in Irving`, Texas. Terri is registered as a RR (Registered Representative) and started their career in finance in 1998. Terri has worked at 3 firms and has passed the Series 63, Series 7TO, Series 99TO, SIE, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN BEACON PARTNERS | RESOLUTE INVESTMENT DISTRIBUTORS, INC.
Contact Information
Main Address
220 East Las Colinas Blvd. Ste. 1200, Irving, TX 75039Mailing Address
220 East Las Colinas Blvd. Ste. 1200, Irving, TX 75039Phone Number
(817) 391-6100Established
Delaware since 02/02/2017Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(2/28/2018)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1998About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Terri Lynn Mckinney's CRS (Customer Relationship Summary).
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