B. Riley Wealth Advisors
38yrs
Top advisor by experience in Pittsboro
26yrs
David Hackney
Full name on record: David Glenn Hackney
Financial advisor at Money Concepts Advisory Service
David Hackney is a fiduciary financial advisor in Pittsboro, North Carolina, with 26 years in the industry. David joined Money Concepts Advisory Service in 2008, after five years at Concourse Financial Group Securities and less than a year at Merrill. Money Concepts Advisory Service offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 18 advisors with offices in Pittsboro, and one of 17 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 21% by experience in North Carolina
OfficePittsboro, NC
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$237,847
Advisors at the firm390
States licensed ?1 state
Services through Money Concepts Advisory Service
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2008 – nowMoney Concepts Capital CorpCurrent firm
- 2003 – 2008Concourse Financial Group Securities, Inc.Previously
- Mar 2002 – Sep 2002MerrillPreviously
Contact David
(561) 472-2000Firm headquarters in Palm Beach Gardens, FL. Ask for David. Pittsboro, NCOffice · Get directions Firm websiteHTTP://WWW.MONEYCONCEPTS.COMIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call Money Concepts Advisory Service at (561) 472-2000 and ask for David Hackney. David works from the Pittsboro, NC office.
How long has David been a financial advisor?
David has been in the industry since 2000, about 26 years. Top 21% by experience in North Carolina.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Money Concepts Advisory Service reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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