David L. Mckinney

MCKINNEY FINANCIAL PLANNING & MANAGEMENT

VIENNA, VA 22180

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CRD#: 2394308

Professional summary

David Lewis Mckinney, CFP® is a registered financial advisor currently at MCKINNEY FINANCIAL PLANNING & MANAGEMENT located in Vienna, Virginia.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. David has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1)MCKINNEY FINANCIAL PLANNING & MANAGEMENT, SOLE PROPRIETOR, FINANCIAL PLANNING 2)ENGAGED AS AN INDEPENDENT INSURANCE AGENT SELLING FIXED INSURANCE PRODUCTS 3)POA/EXECUTOR FOR IMMEDIATE FAMILY MEMBER

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Lewis Mckinney's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1996

Experience

Current

November 7, 1996 - Present

MCKINNEY FINANCIAL PLANNING & MANAGEMENT

Office #1: 407 Church St Ne Ste A, Vienna, VA 22180

RIA

CRD#: 117526

VIENNA, VA

Past

May 13, 2016 - December 31, 2017

SIGNATOR INVESTORS, INC.

CRD#: 468

VIENNA, VA

Past

February 12, 1997 - May 13, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

VIENNA, VA

Past

January 31, 1997 - February 14, 1997

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

October 11, 1993 - January 31, 1997

KEOGLER, MORGAN & COMPANY, INC.

CRD#: 16546

ATLANTA, GA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(11/7/1996)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/22/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/29/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/31/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/8/1993

General Securities Representative Examination

Current Firm

MCKINNEY FINANCIAL PLANNING & MANAGEMENT

MCKINNEY FINANCIAL PLANNING & MANAGEMENT | MCKINNEY, DAVID LEWIS

CRD#: 117526 / SEC#:

Virginia

Registered Investment Advisory firm - (10/28/1996 Approved)

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Contact information

Main Address

407 Church St Ne Suite A, Vienna, VA 22180

Mailing Address

Phone number

(703) 281-9221

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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David L. Mckinney

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Lewis Mckinney's CRS (Customer Relationship Summary).

Certified licenses

Experience

MCKINNEY FINANCIAL PLANNING & MANAGEMENT

SIGNATOR INVESTORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

OSAIC WEALTH, INC.

KEOGLER, MORGAN & COMPANY, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/22/1994

Series 63

Date: 9/29/1993

SIE

Date: 12/31/2017

Series 7

Date: 10/8/1993

Current Firm

MCKINNEY FINANCIAL PLANNING & MANAGEMENT

Contact information

Documents

Red Flags

Company Information

MCKINNEY FINANCIAL PLANNING & MANAGEMENT

TRUST BUT VERIFY

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