Talk to sales Try for Free
David Elmore EA CFP®CKA®

David Elmore EA CFP®CKA®

President

Followers of David Elmore EA CFP®CKA®128 followers
location of David Elmore EA CFP®CKA®Waynesboro, Virginia, United States

Connect with David Elmore EA CFP®CKA® to Send Message

Connect

Connect with David Elmore EA CFP®CKA® to Send Message

Connect

  • Timeline

  • About me

    Certified Financial Planner

  • Education

    • Eastern Mennonite University

      -
      Bachelor of Business Administration (BBA) Organizational Development

    • Old Dominion University

      -

  • Experience

    • Bookkeeping & Management Systems

      Oct 1987 - now
      President

      We offer a full spectrum of accounting and bookkeeping solutions designed to create efficient, cost-effective answers for virtually all of your bookkeeping and accounting needsQuickBooks Certified

    • Financial Management, Inc.

      Jan 1994 - now
      LPL Financial Advisor

      David Elmore opened Bookkeeping & Management Systems Inc. in 1987 to serve individuals and businesses in the areas of tax, accounting, estate planning and payroll services. In 1994, realizing the growing need for financial planning advice, Financial Management Inc. (FMI) was formed to meet the investment and planning needs of our clients. Initially, the financial consultants of FMI were affiliated with H. Beck Inc. In January 2004, FMI formed a relationship with LPL Financial, the largest independent Broker/Dealer in the US* supporting over 12,000 independent advisors across the country. Each year while affiliated with LPL Financial, David has been recognized for his superior customer service. David holds many licenses and certifications and he is enrolled to practice before the Internal Revenue Service.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit: https://www.financialmanage.com/ Show less

  • Licenses & Certifications

    • CFP®

      Certified Financial Planner Board

  • Honors & Awards

    • Awarded to David Elmore EA CFP®CKA®
      Forbes Best-In-State Wealth Advisor 2022 Forbes Apr 2022 "Research has found the very best advisors are laser focused on having a positive impact on their clients' lives, they want to add meaning and help them live better lives. This is how we think about our research process every day. If we're going to recommend advisors to the public, we have to make sure every advisor is high quality. When we meet with an advisor in person or on the telephone we are thinking to ourselves: Is this someone that can offer impact. And would we recommend this advisor… Show more "Research has found the very best advisors are laser focused on having a positive impact on their clients' lives, they want to add meaning and help them live better lives. This is how we think about our research process every day. If we're going to recommend advisors to the public, we have to make sure every advisor is high quality. When we meet with an advisor in person or on the telephone we are thinking to ourselves: Is this someone that can offer impact. And would we recommend this advisor to a friend or family member?'" Show less

  • Volunteer Experience

    • Board of Govenors

      Issued by Opportunity International on Jan 2012
      Opportunity InternationalAssociated with David Elmore EA CFP®CKA®

    • Director

      Issued by Mission of Hope Bolivia on Jan 2000
      Mission of Hope BoliviaAssociated with David Elmore EA CFP®CKA®