Ultimate Retirement Products, Inc.
Ultimate Retirement Products, Inc. (CRD# 146227) is a financial advisory firm headquartered in , . They manage $16,574,825 in 86 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts86ACCOUNTS
Average Account Value$192,731
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
David McKnight (CRD# 2051705) is an Investment Advisor Representative working at Ultimate Retirement Products, Inc. in Southampton, NY and has over 27 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.