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Christian David Mcgill

CFC PLANNING COMPANY, LLC·CICERO, Indiana
SIE, Series 7TO, Series 66CFPChFCClean record5 years registeredCFC PLANNING COMPANY, LLC
7800 EAST 236TH STREET, CICERO, IN 46034CRD# 6948038Firm CRD# 310603

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christian David Mcgill · CICERO, IN
Registration
CRD #6948038 · CFC PLANNING COMPANY, LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

COMPREHENSIVE FINANCIAL CONSULTANTS
Sep 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7TO
Series 66
Registration record
First registered · September 1, 2020
Years registered · 5
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CFC PLANNING COMPANY, LLC
CRD 310603 · SEC 801-131561
AUM
$140M
Regulatory assets under management
Employees
5
857 client accounts
Services offered by CFC PLANNING COMPANY, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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Introduction

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05

Frequently Asked Questions

What services does Christian David Mcgill offer?
Christian David Mcgill specializes in Financial Planning, Investment Management. Contact their office in CICERO, Indiana for a consultation.
What are Christian David Mcgill's credentials?
Christian David Mcgill holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Christian David Mcgill located?
Christian David Mcgill is based in CICERO, Indiana, working with CFC PLANNING COMPANY, LLC. Their office serves clients in the CICERO metropolitan area and surrounding communities.
How does Christian David Mcgill charge for services?
Christian David Mcgill'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 CFC PLANNING COMPANY, LLC?
CFC PLANNING COMPANY, LLC has approximately 5 employees and manages $140M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CFC PLANNING COMPANY, LLC

David Earl Mcgill
CICERO, IN

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