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David Ritchie McKee

Accordant Advisory Group, Inc.

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About David Ritchie McKee

David McKee is a financial advisor with over 28 years of experience in the industry. David is registered as a broker-dealer (BD) and investment advisor representative (IAR) with Accordant Advisory Group, Inc.. David holds Series 7, 24, 51, 63 and 65 licenses and is also a Certified Financial Planner. David specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.

Firm Information

David McKee is currently registered with Accordant Advisory Group, Inc.. Accordant Advisory Group, Inc. is an Annapolis, MD-based investment advisor with 2 licensed agents, 2 investment advisor representatives, and $208,429,251 in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management for businesses and individuals. The firm also participates in wrap fee programs.
Accordant Advisory Group, Inc.

309 THIRD STREET

ANNAPOLIS, MD 21403-2509

$208.43M

Assets Under Management

Not reported

Total Clients

2

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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percentage of assets

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

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David McKee’s Registration & Firm History

VA

11/20/2000 - Present

Accordant Advisory Group, Inc. (FAIRFAX VA)

MN

07/25/1994 - 07/21/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

07/25/1994 - 07/21/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BC

Issued 08/04/1994

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/01/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/26/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 09/04/1998

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Ritchie McKee.
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