David H McIllwain
Investment Adviser Representative at KPP Advisory Services LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David H. Mcillwain is an investment adviser representative with KPP Advisory Services LLC in Hendersonville, TN, where they have been registered since 2025. They have worked in the securities industry since 1997 and have been registered with 3 firms, including LPL Financial LLC and FSC Securities Corporation. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Tennessee and Texas.
Registrations & licenses
- Investment adviser:
- Tennessee, Texas
- Broker:
18 states and territories
Alabama, California, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Michigan, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- FSC Securities CorporationJan 2003 – Nov 2019Brentwood, TN
- LPL Financial LLCNov 2019 – no end date reportedFort Mill, SC
- KPP Advisory Services LLCJan 2025 – Sep 2026Hendersonville, TN
- ROI Financial PlanningOct 2026 – no end date reportedHendersonville, TN
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About KPP Advisory Services LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.025
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
A full range of investment and financial services with access to a wide array of strategies.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 26
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Louisville, KY
- SEC file number:
- 801-111709
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 28, 2026
View full firm profileOther advisors at KPP Advisory Services LLC
Showing 12 of 26 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David H McIllwain has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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