David Rochester AIF®, CEPA®, RICP®
Financial Advisor
901-757-5757 ext. 1143
800-757-1059 ext. 1143
“Building Longevity in Family Wealth”
Professional Services
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Business-owner Exit & Succession Strategies
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Key Employee Benefits
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Company 401(k) Retirement plans
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Investments
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Estate Planning
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Retirement Preparation
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Long-term Care insurance
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Life & Disability Insurance
Professional Qualifications
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Accredited Investment Fiduciary (AIF)
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Retirement Income Certified Professional (RICP)
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Certified Fund Specialist (CFS)
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Series 7 & 66 Securities Registration
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Life/Health License
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Million Dollar Round Table (MDRT) Lifetime member
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Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.
Community / Industry Involvement
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Member of Institute of Business and Finance (IBF)
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Member of Financial Planning Association (FPA)
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Member of Associated Builders and Contractors(ABC)
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Member of Associated General Contractors(AGC)
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Member of West TN Homebuilders Association
Personal
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Married to Leslie and proud father to Hunter and Abigail
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Alumnus of Mississippi State University and University of Memphis
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Church deacon
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Enjoys the outdoors, hunting and traveling
Assistant:
Lori King
901-757-5757 EXT. 1125
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.
