linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Earl McGill

Comprehensive Financial Consultants

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Earl McGill

David McGill is a financial advisor who has been in the industry since 1994. David is currently registered with Comprehensive Financial Consultants in Cicero, IN and has been with them since August 2020. David is licensed to provide financial advice in Indiana and is a registered Investment Advisor Representative. David has a Series 7, Series 63, Series 65, and Series 24 license.

Firm Information

David McGill is currently registered with Comprehensive Financial Consultants. Comprehensive Financial Consultants is a financial advisory firm with 2 licensed agents and 2 investment advisor representatives. They manage approximately $140.3 million in assets for 857 clients. The firm provides financial planning and portfolio management services for individuals and businesses. They also offer pension consulting services.

$140.28M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David McGill’s Registration & Firm History

IN

09/01/2020 - Present

Comprehensive Financial Consultants (CICERO IN)

IN

11/18/2002 - 08/31/2020

PARKLAND SECURITIES, LLC (CICERO IN)

GA

10/08/1998 - 11/18/2002

FSC SECURITIES CORPORATION (ATLANTA GA)

MN

02/28/1997 - 10/09/1998

ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)

NY

03/23/1995 - 02/21/1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

NY

08/22/1994 - 03/16/1995

THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)

NY

05/18/1994 - 09/15/1994

HIBBARD BROWN & CO., INC. (NEW YORK NY)

NY

08/08/1994 - 08/19/1994

WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)

Not sure if David Earl McGill is right for you?

Licenses & Designations

IA

Issued 06/22/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/07/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Earl McGill.
Not sure if David Earl McGill is right for you?