David McKinlay, financial advisor Greenwood Village CO

David McKinlay

CRD Number: 1063542
Current Firm: David W. Mckinlay, Chfc

David McKinlay (CRD# 1063542) is an Investment Advisor Representative working at David W. Mckinlay, Chfc in Greenwood Village, CO and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
David W. Mckinlay, Chfc Denver, CO Jun 1981 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
Contact Info for David W. McKinlay
Phone Number: 303-773-1896
Registered State(s):
  • CO
Current Firm Details
David W. Mckinlay, Chfc
Firm's CRD Number: 112449
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $359,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CO

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