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Advisors / Tennessee / Clarksville
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David Maybee

Financial advisor at Merrill

David Maybee is a fiduciary financial advisor in Clarksville, Tennessee, registered since Mar 2026. David joined Merrill in 2026, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.

One of 87 advisors with offices in Clarksville, and one of 76 fiduciaries.

Clarksville, TN 37040Fiduciary advisor
Call MerrillDirections

At a glance

ExperienceNew to the profession (since Mar 2026)
How that compares ?New to the profession
Office2502 Wilma Rudolph Blvd, Clarksville, TN 37040
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther 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

  1. Mar 2026 – now
    MerrillCurrent firm

Questions to ask David

Tailored to David’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About David

How do I contact David?

Call Merrill at (800) 637-7455 and ask for David Maybee. David works from the Clarksville, TN office.

How long has David been a financial advisor?

David is new to the profession, registered since Mar 2026, and holds 1 license.

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?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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