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DB

David C. Burnett

SHEPHERD'S FINANCIAL LLC
KNOXVILLE, TN 37909
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

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®
None

Experience

Current

April 14, 2025 - Present

SHEPHERD'S FINANCIAL LLC

Office #1: 4533 Papermill Drive Suite 107, Knoxville, TN 37909
RIA
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
IAR
Series 65
Date: 8/7/2023
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/15/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/23/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 6/7/2021
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/17/2021
Securities Industry Essentials Examination

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)
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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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts247
AUM (Assets Under Management)$ 8,334,482

Red Flags

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.

Company Information

SHEPHERD'S FINANCIAL LLC

CRD#: 335206Knoxville, TN 37909

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