David Thomas Mccaskill
Professional Summary
David Thomas Mccaskill, who also goes by Dave Mccaskill, is a registered financial advisor currently at HOMESTEAD ADVISERS CORP. located in Arlington, Virginia and HOMESTEAD FINANCIAL SERVICES CORP. located in Arlington, Virginia. David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. David has worked at 2 firms and has passed the Series 65, Series 63, Series 99TO, Series 6TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Dave Mccaskill
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
7 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
HOMESTEAD ADVISERS CORP. | RE ADVISERS CORPORATION
Contact Information
Main Address
4301 Wilson Blvd., Arlington, VA 22203-1860Phone Number
866-673-2299/800-258-3030# of Employees
40SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
19AUM (Assets Under Management)
$7,450,093,556Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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Primary Firm SEC Registration
HOMESTEAD ADVISERS CORP. | RE ADVISERS CORPORATION
State Registrations and Notice Filings
(8/14/2019)
(8/15/2023)
(8/19/2019)
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(8/14/2019)
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(8/20/2019)
(8/15/2023)
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.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Jun 2019About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view David Thomas Mccaskill's CRS (Customer Relationship Summary).
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