David McKnight, financial advisor Williamsburg VA

David McKnight

CRD Number: 2051705
Current Firm: Ultimate Retirement Products, Inc.

David McKnight (CRD# 2051705) is an Investment Advisor Representative working at Ultimate Retirement Products, Inc. in Williamsburg, VA and has over 33 years of experience in the finance industry. David McKnight 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
Fortune Financial Services, Inc. Monaca, PA Feb 2015 - Current 9
Ultimate Retirement Products, Inc. Westbury, VA Jan 2008 - Current 16
Ultimate Retirement Products, Inc. Westbury, VA Nov 2006 - Current 17
David Mcknight Sole Proprietor Dba Planned Financial Consultants Westbury, VA Sep 1993 - Current 30
Saxony Securities, Inc. Southampton, NY Aug 2003 - Feb 2015 11
Saxony Capital Management, LLC Southampton, NY Sep 2004 - Dec 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1991
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David G. McKnight
Phone Number: 631-259-3801
Registered State(s):
  • CA
  • FL
  • NY
  • VA
Current Firm Details
Ultimate Retirement Products, Inc.
Firm's CRD Number: 146227
By the Numbers
  • Total Assets Under Management
    38
    MILLIONS
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $359,267
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, NY, VA

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