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Mclain Tallungan

JOURNEY FINANCIAL GROUP, INC.·BUFFALO GROVE, Illinois
SIE, Series 6, Series 7, Series 63, Series 65Clean record28 years registeredJOURNEY FINANCIAL GROUP, INC.
1110 W. LAKE COOK ROAD, BUFFALO GROVE, IL 60089CRD# 1062311Firm CRD# 123565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mclain Tallungan · BUFFALO GROVE, IL
Registration
CRD #1062311 · JOURNEY FINANCIAL GROUP, INC. · 28 years registered
Brand Profile
Not yet started
01

Career History

JOURNEY FINANCIAL GROUP, INC.
May 1998 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · May 15, 1998
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
JOURNEY FINANCIAL GROUP, INC.
CRD 123565 · SEC 801-79263
AUM
$236M
Regulatory assets under management
Employees
8
942 client accounts
Services offered by JOURNEY FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at JOURNEY FINANCIAL GROUP, INC. →
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Frequently Asked Questions

What services does Mclain Tallungan offer?
Mclain Tallungan specializes in Financial Planning, Investment Management. Contact their office in BUFFALO GROVE, Illinois for a consultation.
What are Mclain Tallungan's credentials?
Mclain Tallungan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mclain Tallungan located?
Mclain Tallungan is based in BUFFALO GROVE, Illinois, working with JOURNEY FINANCIAL GROUP, INC.. Their office serves clients in the BUFFALO GROVE metropolitan area and surrounding communities.
How does Mclain Tallungan charge for services?
Mclain Tallungan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is JOURNEY FINANCIAL GROUP, INC.?
JOURNEY FINANCIAL GROUP, INC. has approximately 8 employees and manages $236M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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