Dennis G. Mckinney

EQUITY INVESTMENT CORP

Atlanta, GA 30309

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CRD#: 3160328

Professional summary

Dennis Gerald Mckinney, CIMA® is a registered financial advisor currently at EQUITY INVESTMENT CORP located in Atlanta, Georgia and FORESIDE FUNDS DISTRIBUTORS LLC located in Atlanta, Georgia.

Dennis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Dennis has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) Equity Investment Corporation; Investment Related; Registered Investment Advisor; Milton, MA; 3/2012; Northeast Regional Director; Wholesale SMA and the EIC Value Fund to financial intermediaries; 220 Hrs/Mo 150 trading. 2) Rental Property; Not Investment Related,; Dorchester, MA; real estate rental; Owner; 05/2004; 3hrs/mo

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Gerald Mckinney's CRS (Customer Relationship Summary).

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®

CIMA^®

Certified Investment Management Analyst

Experience

Current

October 3, 2016 - Present

EQUITY INVESTMENT CORP

Office #1: 1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309

RIA

CRD#: 283930

Atlanta, GA

Current

May 17, 2012 - Present

FORESIDE FUNDS DISTRIBUTORS LLC

Office #1: 1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309

CRD#: 31334

Atlanta, GA

Past

May 29, 2012 - October 30, 2017

JFB HOLDINGS CORP

RIA

CRD#: 108510

ATLANTA, GA

Past

June 11, 2007 - December 31, 2010

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

BOSTON, MA

Past

June 11, 2007 - March 22, 2012

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA

CRD#: 106435

BOSTON, MA

Past

June 5, 2007 - March 22, 2012

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

September 29, 2005 - June 14, 2007

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

BOSTON, MA

Past

April 22, 2003 - September 23, 2005

MANULIFE INVESTMENT MANAGEMENT (US) LLC

RIA

CRD#: 106435

BOSTON, MA

Past

April 22, 2003 - September 23, 2005

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

RIA

CRD#: 105790

BOSTON, MA

Past

March 21, 2000 - September 23, 2005

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CRD#: 28262

BOSTON, MA

Past

March 24, 1999 - March 21, 2000

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

EQUITY INVESTMENT CORP

BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA

Registered Investment Advisory firm - (6/15/2016 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(5/17/2012)

IAR

Georgia
(12/21/2016)

Maine
(5/17/2012)

Massachusetts
(5/17/2012)

New Hampshire
(5/17/2012)

New York
(5/17/2012)

Rhode Island
(5/17/2012)

IAR

Texas
(10/3/2016)

Vermont
(5/17/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/6/2003

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/9/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/7/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/23/1999

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

EQUITY INVESTMENT CORP

BZI PARTNERS, LLC | FIVE FALLS CAPITAL PARTNERS, LLC | EQUITY INVESTMENT CORPORATION ACQUISITION, INC. | EQUITY INVESTMENT CORPORATION | EQUITY INVESTMENT CORP

CRD#: 283930 / SEC#: 801-107945

RIA

Registered Investment Advisory firm - (6/15/2016 Approved)

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Contact information

Main Address

1776 Peachtree Street Nw Suite 600s, Atlanta, GA 30309

Mailing Address

Phone number

(404) 239-0111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EQUITY INVESTMENT CORPORATION ADV 2A & 2B DATED MARCH 27, 2025 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	6,039
AUM (Assets Under Management)	$ 3,051,151,512

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.

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Firm Stability Insights

Dennis G. Mckinney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dennis Gerald Mckinney's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUNDS DISTRIBUTORS LLC

JFB HOLDINGS CORP

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

CITIGROUP GLOBAL MARKETS INC.

MANULIFE INVESTMENT MANAGEMENT (US) LLC

JOHN HANCOCK INVESTMENT MANAGEMENT LLC

JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

EQUITY INVESTMENT CORP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/6/2003

Series 63

Date: 6/9/1999

SIE

Date: 10/1/2018

Series 7

Date: 6/7/2000

Series 6

Date: 3/23/1999

FINRA

Current Firm

EQUITY INVESTMENT CORP

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EQUITY INVESTMENT CORP

TRUST BUT VERIFY

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