David W. Mckinlay
Professional summary
David Wilton Mckinlay is a registered financial advisor currently at DAVID W. MCKINLAY, CHFC located in Greenwood Village, Colorado.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. David has worked at 4 firms and has passed the Series 63, Series 2 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Wilton Mckinlay's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 1, 1999 - Present
DAVID W. MCKINLAY, CHFC
Office #1: 7720 E. Belleview Ave #200, Greenwood Village, CO 80111November 19, 1989 - December 31, 1994
OSAIC WEALTH, INC.
June 19, 1983 - October 18, 1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
September 2, 1982 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/1/1999)
Exams
Series 2
Date: 2/10/1971
Non-Member General Securities ExaminationCurrent Firm
DAVID W. MCKINLAY, CHFC
CRD#: 112449 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 93 |
| AUM (Assets Under Management) | $ 27,356,630 |
Red Flags
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