David H Mcillwain
Investment adviser representative at Roi Financial Planning
23 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Roi Financial PlanningOct 2026 to now
- LPL Financial LLCNov 2019 to now
- Kpp Advisory Services LLCJan 2025 to Sep 2026
- Fsc Securities CorporationJan 2003 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1997
State registrations
Registered as an investment adviser representative in 1 state (TN).
Roi Financial Planning
Legal name: Roi Financial Planning, LLC
$0Assets managed
0Clients
5Advisers
Under 1 yearIn 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
- 2903184
- Firm CRD
- 341025