Unclaimed Profile

Cynthia Lanese Mckinney

VANN EQUITY MANAGEMENT LLC·PLANO, Texas

Series 65Clean record4 years registeredVANN EQUITY MANAGEMENT LLC

4975 PRESTON PARK BLVD #490, PLANO, TX 75093CRD# 7551002Firm CRD# 174239

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cynthia Lanese Mckinney · PLANO, TX

Registration

CRD #7551002 · VANN EQUITY MANAGEMENT LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VANN EQUITY MANAGEMENT LLC

VANN EQUITY MANAGEMENT LLC

May 2022 – May 2025

PLANO, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 6, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VANN EQUITY MANAGEMENT LLC

CRD 174239 · SEC 801-80766

AUM

$701M

Regulatory assets under management

Employees

108 client accounts

Services offered by VANN EQUITY MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VANN EQUITY MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Cynthia Lanese Mckinney offer?

Cynthia Lanese Mckinney specializes in Financial Planning, Investment Management, Wealth Management.

What are Cynthia Lanese Mckinney's credentials?

Cynthia Lanese Mckinney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cynthia Lanese Mckinney located?

Cynthia Lanese Mckinney is based in PLANO, Texas, last registered with VANN EQUITY MANAGEMENT LLC.

How does Cynthia Lanese Mckinney charge for services?

Cynthia Lanese Mckinney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VANN EQUITY MANAGEMENT LLC?

VANN EQUITY MANAGEMENT LLC has approximately 6 employees and manages $701M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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