David McKimmy, financial advisor Terre Haute IN
93 score

David McKimmy

CRD Number: 4607914
Current Firm: Charles Schwab & Company, Inc.

David McKimmy (CRD# 4607914) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Terre Haute, IN and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Terre Haute, IN Jul 2012 - Current 4
D L Mckimmy And Co Terre Haute, IN May 2012 - Current 4
Published Book Marshall, IL Jan 2012 - Current 4
Terre Haute Symphony Terre Haute, IN Dec 2013 - Apr 2015 1
Brokersxpress, LLC Chicago, IL Sep 2010 - Jul 2012 1
Linsco Private Ledger Marshall, IL Feb 2007 - Oct 2010 3
Edward Jones St Louis, MO Nov 2002 - Feb 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2003
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for David L. McKimmy
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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