DB
David C. Burnett
SHEPHERD'S FINANCIAL LLC
KNOXVILLE, TN 37909
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CRD#: 7330412
DB
Professional summary
David Clint Burnett is a registered financial advisor currently at SHEPHERD'S FINANCIAL LLC located in Knoxville, Tennessee.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. David has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE 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.
[Old North Abbey; part of the clergy of the church; 10 hours per month, 0 during securities trading hours; 2537 Fairmont Blvd Knoxville, TN 37917; Salary; teaching the Christian Bible and Theology; started 04/2021; non-investment related] [Author/speaker; Religious Text; To date, I have written two academic books, one for Hendrickson Publishers (2020) and the other for De Gruyter (2021) for which I receive royalties once a year. Currently, I am working on two more academic book, one for Eerdmans Publishers and the other for Hendrickson Publishers. Once this books are finished, which will be in 2025 and 2030, then I will begin to receive yearly royalties from them; 1636 Edgewood Ave Knoxville TN 37917; start 01/2021; 10 hours per month, 0 hours during securities trading hours; non-investment related] [ SHEPHERD'S FINANCIAL, LLC; Insurance and annuity product sales; Knoxville TN 37919; Start Date 08/2023; Role/Title: Owner/Insurance Agent; Investment Related; 40 hours per month; 6 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view David Clint Burnett'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®
NoneExperience
Current
April 14, 2025 - Present
SHEPHERD'S FINANCIAL LLC
Office #1: 4533 Papermill Drive Suite 107, Knoxville, TN 37909RIA
CRD#: 335206
KNOXVILLE, TN
Past
August 10, 2023 - April 11, 2025
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
KNOXVILLE, TN
Past
June 7, 2021 - April 11, 2025
NYLIFE SECURITIES LLC
BD
CRD#: 5167
KNOXVILLE, TN
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
Tennessee(4/14/2025)
IAR
Texas(9/26/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/23/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 6/7/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
SF
SHEPHERD'S FINANCIAL LLC
SHEPHERD'S FINANCIAL LLC
CRD#: 335206 / SEC#:
Tennessee
Registered Investment Advisory firm - (4/14/2025 Approved)Texas
Registered Investment Advisory firm - (9/26/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4533 Papermill Drive Suite 107, Knoxville, TN 37909
Mailing Address
Phone number
(865) 405-0751
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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Company Information
SHEPHERD'S FINANCIAL LLC
CRD#: 335206Knoxville, TN 37909TRUST BUT VERIFY
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