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DAVID W. MCKINLAY, CHFC
David W. McKinlay, CHFC is a state-registered investment adviser. The firm manages approximately $33 million in regulatory assets. It has 1 employee and 1...
Overview
David W. McKinlay, CHFC is a state-registered investment adviser. The firm manages approximately $33 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What is the investment approach of David W. McKinlay, ChFC?
No specific investment strategy is publicly documented. The ChFC curriculum covers diversified approaches including insurance-based products, investments, and retirement planning. Without public filings or marketing materials, the precise approach is unverifiable.
Is David W. McKinlay, ChFC, a fiduciary?
As a ChFC holder, McKinlay is bound by The American College's Code of Ethics, which includes fiduciary principles for financial planning. However, his specific regulatory registration (e.g., SEC or state RIA) is not publicly confirmed. Clients should verify fiduciary status through their advisory agreement.
What types of clients does David W. McKinlay, ChFC, typically serve?
Public data does not detail client demographics. The ChFC credential is designed for practitioners serving high-net-worth individuals and families in need of holistic financial planning. No disclosures list specific client types or minimum asset thresholds.
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