Invested Better
Unclaimed

Unclaimed

Unclaimed

Dennis Gerald McKinney

Equity Investment Corp.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Dennis? Claim Your Profile

About Dennis Gerald McKinney

Dennis McKinney is a registered investment advisor representative with Equity Investment Corp. He has been working in the securities industry since 1999 and has held various roles at several firms including John Hancock Funds, LLC, Citigroup Global Markets Inc., and Signator Investors, Inc. Dennis holds Series 6, 7, and 63 licenses as well as the Series 65 license and the SIE. He is currently registered with Equity Investment Corp. as an investment advisor representative in Georgia and Texas. Dennis provides financial advice and portfolio management services for a range of clients including individuals, businesses, investment companies, and charitable organizations.

Firm Information

Dennis McKinney is currently registered with Equity Investment Corp.. Equity Investment Corp. is an investment advisor registered with the SEC. The firm, headquartered in Atlanta, GA, manages approximately $2.65 billion in assets for various clients, including individuals, high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. They offer portfolio management services for individuals, businesses, and investment companies. The firm also participates in wrap fee programs.
Equity Investment Corp.

1776 PEACHTREE STREET NW

ATLANTA, GA 30309

$2.65B

Assets Under Management

10

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Dennis McKinney’s Registration & Firm History

GA

10/03/2016 - Present

Equity Investment Corp. (ATLANTA GA)

MA

06/05/2007 - 03/22/2012

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

09/29/2005 - 06/14/2007

CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)

MA

03/21/2000 - 09/23/2005

JOHN HANCOCK FUNDS, LLC (BOSTON MA)

MA

03/24/1999 - 03/21/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

Not sure if Dennis Gerald McKinney is right for you?

Licenses & Designations

IA

Issued 03/06/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2000

Series 7 - General Securities Representative Examination

BC

Issued 03/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Dennis Gerald McKinney.
Not sure if Dennis Gerald McKinney is right for you?