DM
CFP
DM
CFP
David Mcknight
35 Years of Experience
Williamsburg, VA
1 DisclosureBrokerSells Insurance
David Mcknight is a CFP-designated registered investment advisor, based in Williamsburg, VA, with 35 years of industry experience.
Location
Williamsburg, VA
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Regulatory History (1)
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Employment Separation After Allegations
June 1997Other Business ActivitiesSells Insurance
David has several outside business activities. He has a small ownership stake in Independent Financial Analysts, works full-time at Ultimate Retirement Products, dedicates about 10-20% of his time to Planned Financial Consultants selling insurance, has a 33% ownership in Sandy Creek Dock Association, and spends about 10-20% of his time as a registered representative at Fortune Financial Services, Inc.
Employment History
Current Registrations
Fortune Financial Services, INC.Broker
February 2015 - Present · 11 yrs 3 mos
Ultimate Retirement Products, INC.
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Saxony Capital Management, LLC
September 2004 - December 2014 · 10 yrs 3 mos
Saxony Securities, INC.Broker
August 2003 - February 2015 · 11 yrs 6 mos
Clearing Services of America, INC.Broker
September 2000 - September 2003 · 3 yrs
Jefferson Pilot Securities CorporationBroker
January 2000 - September 2000 · 8 mos
Clearing Services of America, INC.Broker
July 1997 - February 2000 · 2 yrs 7 mos
Financial Network Investment CorporationBroker
September 1993 - June 1997 · 3 yrs 9 mos
Metlife Securities INC.Broker
June 1990 - September 1993 · 3 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
June 1990 - September 1993 · 3 yrs 3 mos
State Registrations6 states
AZCAFLNJNYVA
AdvisorBrokerBoth
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.