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David Grant McKnight

Ultimate Retirement Products, Inc.

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About David Grant McKnight

David McKnight is a financial professional with over 30 years of experience in the industry. David is currently registered with Ultimate Retirement Products, Inc. in California, Florida, New York, and Virginia. David is a Certified Financial Planner™ professional. David has experience providing investment advice to individuals and businesses, including retirement planning, investment management, and insurance. David is also a registered representative for Ultimate Retirement Products, Inc. and Fortune Financial Services, Inc. offering securities products and services.

Firm Information

David McKnight is currently registered with Ultimate Retirement Products, Inc.. Ultimate Retirement Products, Inc. is a registered investment advisor specializing in portfolio management for individuals and pension consulting. The firm manages approximately $40.3 million in assets for 123 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

$40.28M

Assets Under Management

6

Total Clients

1

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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David McKnight’s Registration & Firm History

VA

05/06/2020 - Present

Ultimate Retirement Products, Inc. (WILLIAMSBURG VA)

NY

08/27/2003 - 02/11/2015

SAXONY SECURITIES, INC. (SOUTH HAMPTON NY)

MO

09/21/2000 - 09/08/2003

CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)

IN

01/31/2000 - 09/29/2000

JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)

MO

07/09/1997 - 02/01/2000

CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)

CA

09/14/1993 - 06/06/1997

FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)

MA

06/28/1990 - 09/13/1993

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

06/28/1990 - 09/13/1993

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/28/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/25/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Grant McKnight. Review regulatory record here.
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