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Dennis Mckinney

Equity Investment CORP
27 Years of Experience
Atlanta, GA
Broker
View SEC Summary
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Dennis Mckinney is a registered investment advisor at Equity Investment CORP, based in Atlanta, GA, with 27 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 6,761 clients with $3.5B in assets under management.

Equity Investment CORP
Compensation
Fee-Only (% of Portfolio)
Firm Size
16 advisors
Number of Clients
6,761 clients
Average Client Portfolio
$519K average
Assets Under Management
$3.5B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Management fees range from 0.30% to 1.00% per year based on account size, type, and servicing needs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dennis is the Northeast Regional Director for Equity Investment Corporation, a registered investment advisor, spending nearly full-time wholesaling SMAs and the EIC Value Fund. Dennis also owns rental property in Dorchester, MA, dedicating minimal time to it.

Employment History
Current Registrations
Equity Investment CORP
October 2016 - Present · 10 yrs
Foreside Funds Distributors LLC
May 2012 - Present · 14 yrs 5 mos
Foreside Funds Distributors LLCBroker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Jfb Holdings CORP
May 2012 - October 2017 · 5 yrs 5 mos
Manulife Asset Management (US) LLC
June 2007 - March 2012 · 4 yrs 9 mos
John Hancock Advisers, LLC
June 2007 - December 2010 · 3 yrs 6 mos
John Hancock Funds, LLCBroker
June 2007 - March 2012 · 4 yrs 9 mos
Citigroup Global Markets INC.Broker
September 2005 - June 2007 · 1 yr 9 mos
John Hancock Advisers, LLC
April 2003 - September 2005 · 2 yrs 5 mos
Sovereign Asset Management Corporation
April 2003 - September 2005 · 2 yrs 5 mos
John Hancock Funds, LLCBroker
March 2000 - September 2005 · 5 yrs 6 mos
Signator Investors, INC.Broker
March 1999 - March 2000 · 1 yr
State Registrations9 states
CTGAMAMENHNYRITXVT
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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