David McKee, financial advisor Fairfax VA

David McKee

CRD Number: 2512331
Current Firm: Accordant Advisory Group, Inc.

David McKee (CRD# 2512331) is an Investment Advisor Representative working at Accordant Advisory Group, Inc. in Fairfax, VA and has over 29 years of experience in the finance industry. David McKee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mckee Holding Corporation Washington, VA Jan 2010 - Current 14
Bsg Financial Services, Inc. Fairfax, VA Jan 2001 - Current 23
Accordant Advisory Group Inc. Fairfax, VA Jan 2001 - Current 23
Raymond James Financial Services, Inc. Fairfax, VA Jul 1998 - Current 25
Flight Research Associates Mclean, VA Aug 2015 - Dec 2015 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1994
S65 NASAA Investment Advisors Law Examination Aug 1994
Contact Info for David R. McKee
Phone Number: 410-348-1499
Registered State(s):
  • MD
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    235
    MILLIONS
  • Total Number of Accounts
    570
    ACCOUNTS
  • Average Account Value
    $412,926
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

CO, FL, MD, NC, PA, TX, VA

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