David McKeanCRD Number: 4588679
Current Firm: Wells Fargo Advisors, LLC
David McKean (CRD# 4588679) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Mobile, AL and has over 14 years of experience in the finance industry.
Retirement Advisors, Inc.
Msi Financial Services, Inc.
Global Financial Private Capital, LLC
|Wells Fargo Advisors, LLC||Mobile, AL||Oct 2013 - Current||4|
|Morgan Stanley Smith Barney||Mobile, AL||Jun 2009 - Oct 2013||4|
|Citigroup Global Markets Inc.||Mobile, AL||Jun 2006 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2003|
|S65||NASAA Investment Advisors Law Examination||Jun 2005|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV