David Ritchie Mckee
Investment adviser representative at Accordant Advisory Group, Inc.
27 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$278MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Accordant Advisory Group, Inc.Nov 2000 to now
- Mckee Holding CorporationJan 2010 to Nov 2025
- Raymond James Financial Services, Inc.Jul 1998 to Dec 2025
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1994
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 3 states (MD, TX, VA).
Accordant Advisory Group, Inc.
$278MAssets managed
189Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2512331
- Firm CRD
- 117474