Unclaimed
David Hackney is a registered representative with Money Concepts Capital Corp. based in Pittsboro, NC. David has been in the industry since July 1999 and is currently registered with the state of North Carolina. Previously, David was registered with PROEQUITIES, INC. and Edward Jones. David specializes in providing financial planning and portfolio management services to individuals and businesses. David also has experience in providing consulting services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
NC
02/15/2008 - Present
Money Concepts Capital Corp. (PITTSBORO NC)
NC
05/30/2003 - 02/21/2008
PROEQUITIES, INC. (PITTSBORO NC)
MO
09/26/2002 - 06/02/2003
EDWARD JONES (ST. LOUIS MO)
NY
07/10/2000 - 09/06/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Hackney is the right advisor for you? Invested Better is here to help.