Broker Check
David Queen, MBA, CPA, ChFC, AEP®, AIF®

David Queen, MBA, CPA, ChFC, AEP®, AIF®

President & Registered Principal of LPL Financial

David Queen, President of Queen Financial Services Corporation (QFSC), has over 25 years of experience in the financial services and tax management industry. He holds a Chartered Financial Consultant Certification from the American College and an Accredited Estate Planner Certification from the National Association of Estate Planners and Councils. He also has an Accredited Investment Fiduciary Certification through FI360. He received his Series 7 and 24 Securities licenses held with LPL Financial. David is also a CPA and has a MBA degree in Finance.

David has worked with clients in implementing and maintaining retirement plans for over 25 years.

Businesses
President, Queen Financial Services Corporation
LPL Registered Principal

Registrations & Licenses

Accredited Estate Planner (AEP®) - 2024

Accredited Investment Fiduciary (AIF®) - 2013
Series 24 – Registered Principal, 2014*
Series 7: General Securities Representative, 1993*
Chartered Financial Consultant Certification (ChFC), 2004
Certified Public Accountant, 1990
Variable Contract License
Life & Health Insurance


*Securities Registrations are currently held with LPL Financial

Education
MBA, Finance - UT Chattanooga, 1996
BS/BA, Accounting - UT Chattanooga, 1987
Beta Gamma Sigma Honor Society

Professional/Civic Activities
Chattanooga-Hamilton County Hospital Authority (Erlanger Health) - Board Member
Erlanger Financial Review Board - Board Member, Vice Chair
City of Chattanooga Audit Committee - Board Member, Chair (2014)
Chattanooga Tax Practitioners
Tennessee Society of Certified Public Accountants
Estate Planning Council of Chattanooga
Friends of Hixson - Board Member, Past President (2016 - 2022)
Institute of Management Accountants - Past Regional Director (1997 - 1998), Past President (1996 - 1997)
Chattanooga Chamber of Commerce - Past President Hixson Council (2006 - 2007)
Sons of the American Revolution - Treasurer
State Executive Committee, District 11