David McKimmyCRD 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.
Northwestern Mutual Investment Services,llc
Lpl Financial LLC
Creative Financial Designs, Inc.
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
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