David Mckenzie

David Mckenzie Email and Phone Number

Provence Group - Director of Retirement Plans @
David Mckenzie's Location
Newport Beach, California, United States, United States
About David Mckenzie

Practice leader of retirement plan consulting and investment advisory firm based in Orange County, California. Currently oversee over 100 retirement plans from sole employee companies to greater than 1,000 employee firms.Retirement plan attorney who assists companies with all aspects of their retirement plans, including IRS/DOL representation, qualified plan corrections, fee benchmarking, etc.Provence Wealth Management Group is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients when Provence Wealth Management Group and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Provence Wealth Management Group unless a client service agreement is in place.

David Mckenzie's Current Company Details
Provence Group

Provence Group

Provence Group - Director of Retirement Plans
David Mckenzie Work Experience Details
  • Provence Group
    Director Of Retirement Plans
    Provence Group Apr 2021 - Present
    David McKenzie is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Investment advice offered through Provence Registered Investment Advisor, a registered investment advisor and separate entity from LPL Financial.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.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Cnb Consulting
    President/Retirement Plan Expert
    Cnb Consulting Jan 2004 - Present
  • Associated Securities
    Retirement Plan Specialist
    Associated Securities 2004 - 2009
  • Ernst & Young
    Senior Manager
    Ernst & Young 2000 - 2003
    View

David Mckenzie Education Details

Frequently Asked Questions about David Mckenzie

What company does David Mckenzie work for?

David Mckenzie works for Provence Group

What is David Mckenzie's role at the current company?

David Mckenzie's current role is Provence Group - Director of Retirement Plans.

What schools did David Mckenzie attend?

David Mckenzie attended Southwestern Law School.

Not the David Mckenzie you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.