David Howard Mccord

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/1991 → 01/2024
  Cornerstone Financial Services, Inc.
  Dallas, TX
• 05/2012 → Present
  Independent Financial Group
  Dallas, TX

Previous Registrations

• 1998-06-04 → 2023-12-31
  Cornerstone Financial Services, Inc.
  Dallas, TX
  Dallas, TX

Other Businesses

(1) LIBERTY SILVER & GOLD POSITION: Operational Admin NATURE: Other: INVESTMENT RELATED: Yes NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2010 ADDRESS: 4851 Lbj Fwy, Suite 1175, Dallas TX 75244, United States DESCRIPTION: OPERATIONAL ADMIN FOR LIBERTY SILVER & GOLD, DISCUSS CHOICES AND QUOTES FOR GOLD AND SILVER COIN PURCHASE AND/OR SALE WITH CLIENTS. (2) CORNERSTONE FINANCIAL SERVICES, INC. POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2024 ADDRESS: 4851 Lbj Fwy, Suite 1175, Dallas TX 75244, United States DESCRIPTION: employee and Director of Market Research. (3) DALLAS NORTH TOWN CHURCH MINISTRY ORGANIZATION POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 04/01/1991 ADDRESS: Various homes or, hotel rental, Dallas TX , United States DESCRIPTION: ELDER FOR DALLAS NORTH TOWN CHURCH MINISTRY ORGANIZATION.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-28
• S63 Uniform Securities Agent State Law Examination
  1994-02-18