Charolette L. Mckinney

AQUILANT ADVISORS

St. Louis, MO 63131

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CRD#: 5053167

Professional summary

Charolette Lynn Mckinney, who also goes by Charolette Lynn Hester, is a registered financial advisor currently at AQUILANT ADVISORS located in St. Louis, Missouri.

Charolette is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Charolette has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Charolette Lynn Hester

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)AQUILANT ADVISORS, 555 MARYVILLE UNIVERSITY DRIVE, STE 440, SAINT LOUIS, MO, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 05/03/21, NIR, 0 HR/YR- 0/TRADING HR. 2) BACKYARD ENTERPRISE, 12342 MATTHEWS LANE, SAINT LOUIS, MO, CO-OWNER PET SUPPLY/STAINED GLASS WORKS, 02/01/02, NIR, 0 HR/YR- 0/TRADING HR. 3) CHINA PAINTERS RESALE, 12342 MATTHEWS LANE, SAINT LOUIS, MO, CHINA PAINTERS RESALE, 03/01/07, NIR, CO-OWNER, 15 HR/WK- 0/TRADING HR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charolette Lynn 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®

None

Experience

Current

April 27, 2021 - Present

AQUILANT ADVISORS

Office #1: 12444 Powerscourt Dr. Suite 370, St. Louis, MO 63131

RIA

CRD#: 282953

St. Louis, MO

Past

April 27, 2021 - December 31, 2024

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

St. Louis, MO

Past

March 8, 2011 - April 29, 2021

AMERICAN PORTFOLIOS ADVISORS, INC

RIA

CRD#: 112697

HOLBROOK, NY

Past

March 1, 2011 - April 29, 2021

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

CRD#: 18487

ST. LOUIS, MO

Past

August 24, 2007 - January 25, 2011

WADDELL & REED

RIA

CRD#: 866

CREVE COEUR, MO

Past

August 7, 2007 - January 25, 2011

WADDELL & REED

CRD#: 866

CREVE COEUR, MO

Past

January 1, 2006 - July 19, 2007

SIGNATOR INVESTORS, INC.

CRD#: 468

ELLISVILLE, MO

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".

AQUILANT ADVISORS

AQUILA ADVISORS | LOBSCOUSER II, LLC | AQUILANT ADVISORS | AQUILANT

CRD#: 282953 / SEC#: 801-114993

RIA

Registered Investment Advisory firm - (4/12/2019 Approved)

Illinois

Registered Investment Advisory firm - (4/12/2019 Terminated)

Missouri

Registered Investment Advisory firm - (4/17/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/17/2019 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Missouri
(4/27/2021)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/23/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/4/2006

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: 8/13/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/28/2005

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AQUILANT ADVISORS

AQUILA ADVISORS | LOBSCOUSER II, LLC | AQUILANT ADVISORS | AQUILANT

CRD#: 282953 / SEC#: 801-114993

RIA

Registered Investment Advisory firm - (4/12/2019 Approved)

Illinois

Registered Investment Advisory firm - (4/12/2019 Terminated)

Missouri

Registered Investment Advisory firm - (4/17/2019 Terminated)

Texas

Registered Investment Advisory firm - (4/17/2019 Terminated)

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Contact information

Main Address

12444 Powerscourt Dr. Suite 370, St. Louis, MO 63131

Mailing Address

Phone number

(314) 309-2078

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	694
AUM (Assets Under Management)	$ 215,598,245

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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Charolette L. Mckinney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Charolette Lynn Mckinney's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAMBRIDGE INVESTMENT RESEARCH, INC.

AMERICAN PORTFOLIOS ADVISORS, INC

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

WADDELL & REED

WADDELL & REED

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

AQUILANT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 8/23/2007

Series 63

Date: 1/4/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/13/2012

Series 6

Date: 12/28/2005

Current Firm

AQUILANT ADVISORS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AQUILANT ADVISORS

TRUST BUT VERIFY

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