David Rochester AIF®, CEPA®, RICP®

Financial Advisor
901-757-5757 ext. 1143
800-757-1059 ext. 1143

Email David

“Building Longevity in Family Wealth”

Professional Services
  • Business-owner Exit & Succession Strategies
  • Key Employee Benefits
  • Company 401(k) Retirement plans
  • Investments
  • Estate Planning
  • Retirement Preparation
  • Long-term Care insurance
  • Life & Disability Insurance
Professional Qualifications
  • Accredited Investment Fiduciary (AIF)
  • Retirement Income Certified Professional (RICP)
  • Certified Fund Specialist (CFS)
  • Series 7 & 66 Securities Registration
  • Life/Health License
  • Million Dollar Round Table (MDRT) Lifetime member
  • Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Community / Industry Involvement 
  • Member of Institute of Business and Finance (IBF)
  • Member of Financial Planning Association (FPA)
  • Member of Associated Builders and Contractors(ABC)
  • Member of Associated General Contractors(AGC)
  • Member of West TN Homebuilders Association
Personal
  • Married to Leslie and proud father to Hunter and Abigail
  • Alumnus of Mississippi State University and University of Memphis
  • Church deacon
  • Enjoys the outdoors, hunting and traveling

Assistant:

 

 

Lori King                                                       

 901-757-5757 EXT. 1125  

 Email Lori

   
 
 
 
 
David Rochester is a Registered Representative and Investment Advisor Representative of Securian Financial Services Inc. Securities and investment advisory services are offered through Securian Financial Services Inc. member FINRA/SIPC. 
 
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least two years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.