Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid L. Mckimmy is a financial advisor with Charles Schwab & Co., Inc. David is a registered representative in both Indiana and Texas and has been in the financial services industry since January 2003. David has a wide range of experience in the financial services industry. In addition to his current role with Charles Schwab & Co., Inc., David has previously worked with BrokersXpress LLC, LPL Financial Corporation and Edward Jones. David is a dedicated financial advisor who is committed to providing his clients with the highest level of service. David has obtained several licenses and professional designations which include Series 63, Series 66, Series 7, Series 9 and Series 10. David is committed to providing his clients with the knowledge and resources they need to make informed financial decisions.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IN
01/02/2019 - Present
Charles Schwab & CO., Inc. (Terre Haute IN)
IN
10/20/2010 - 07/20/2012
BROKERSXPRESS LLC (TERRE HAUTE IN)
IN
02/07/2007 - 10/25/2010
LPL FINANCIAL CORPORATION (BLOOMFIELD IN)
IL
01/14/2003 - 02/13/2007
EDWARD JONES (MARSHALL IL)
BOTH
Issued 4/4/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/6/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 4/25/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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