Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Neal? Claim Your ProfileNeal David Furlong has been an active advisor since 1989. Neal is a licensed advisor with Hightower Advisors, LLC in the Chicago, IL area. Prior to joining Hightower, Neal worked at LPL Financial LLC and Lincoln Financial Advisors Corporation. Neal is a Chartered Financial Consultant and specializes in financial planning, portfolio management, and providing treasury management services for corporate clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
03/28/2017 - Present
Hightower Advisors, LLC (CHICAGO IL)
MO
05/21/2003 - 04/07/2017
LPL FINANCIAL LLC (ST. LOUIS MO)
IN
10/09/2001 - 06/02/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 06/02/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
12/11/1991 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
10/21/1987 - 12/31/1989
G. R. PHELPS & CO., INC.
NA
05/13/1985 - 02/03/1986
NEW YORK LIFE SECURITIES CORP.
BC
Issued 05/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/10/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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