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CV

Courtney L. Volkmer

D. B. MCKENNA & CO.
BENNINGTON, VT 05201-2108
CRD#: 7252313
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CV
Courtney Lynn VolkmerD. B. MCKENNA & CO.

Professional summary

Courtney Lynn Volkmer, who also goes by Volkmer Lynn Courtney, is a registered financial professional currently at D. B. MCKENNA & CO., INC. located in Bennington, Vermont.

Courtney is registered as a RR (Registered Representative) and started their career in finance in 2024. Courtney has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

Aliases

Volkmer Lynn Courtney

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.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Courtney Lynn Volkmer'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

August 22, 2024 - Present

D. B. MCKENNA & CO., INC.

Office #1: 207 West Main Street, Bennington, VT 05201-2108
BD
CRD#: 10386
BENNINGTON, VT

State Registrations and Notice Filings

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

RR
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

RR
Vermont
(8/23/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/29/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/18/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/5/2022
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

DB
D. B. MCKENNA & CO., INC.
D. B. MCKENNA & CO., INC. | DONALD BRIAN MCKENNA

CRD#: 10386 / SEC#: , 8-33612

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
207 West Main Street, Bennington, VT 05201-2108
Mailing Address
207 West Main Street, Bennington, VT 05201-2108
Phone number
(802) 447-1538
Established
Vermont since 08/08/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
MCKENNA, DONALD BRIANVICE PRESIDENT1038606
MCKENNA, MELANIE JOANSHAREHOLDER1553887
MCKENNA, BRIAN DONALDTREASURER
MCKENNA, BRIAN DONALDCHIEF COMPLIANCE OFFICER / CHIEF FINANCIAL OFFICER
MCKENNA, BRIAN DONALDPRESIDENT
MCKENNA, MICHAEL SEANSECRETARY

Disclosures

Regulatory Event1

Red Flags

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Company Information

D. B. MCKENNA & CO., INC.

CRD#: 10386Bennington, VT 05201-2108

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