David E. Mcgill

COMPREHENSIVE FINANCIAL CONSULTANTS

Cicero, IN 46034

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CRD#: 2491757

Professional summary

David Earl Mcgill, AIF®, who also goes by Dave Mcgill, David E. Mcgill, is a registered financial advisor currently at COMPREHENSIVE FINANCIAL CONSULTANTS located in Cicero, Indiana.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. David has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dave Mcgill | David E. Mcgill

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Insurance Agent; Investment-Related; Cicero, IN; Insurance Sales (Life & Annuities); Sales; Start Date: 09/1995; Hours per month: 40 hours; During trading hours: 40hrs/month. 2. Central Indiana Aviation Mission; Non-investment Related; Cicero, IN; Director of Aviation; We fly people to medical treatments, operate in disaster assistance and provide transportation to missionaries; Start date: 12/12/16; Hours per month: 4; During Trading Hours: 0. 3. GIGATT, LLC; Non-investment Related; Cicero, IN; Manages Storage Rental Units; Owner; Start Date: 2002; Hours per month: 4; During Trading Hours: 0. 4. CFC 441, LLC; Non-investment Related; Cicero, IN; Owns and operates small corporate aircraft.; Part Owner; Start date: 11/16/17; Hours per month: 2; During Trading Hours: 0.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Earl Mcgill's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

Experience

Current

September 1, 2020 - Present

COMPREHENSIVE FINANCIAL CONSULTANTS

Office #1: 7800 East 236th Street, Cicero, IN 46034

RIA

CRD#: 310603

Cicero, IN

Past

September 22, 2009 - July 17, 2013

CFCI

RIA

CRD#: 128257

BLOOMINGTON, IN

Past

November 19, 2002 - August 31, 2020

SPC

RIA

CRD#: 110692

CICERO, IN

Past

November 18, 2002 - August 31, 2020

PARKLAND SECURITIES, LLC

CRD#: 115368

CICERO, IN

Past

January 15, 1999 - November 18, 2002

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

NOBLESVILLE, IN

Past

October 8, 1998 - November 18, 2002

FSC SECURITIES CORPORATION

CRD#: 7461

ATLANTA, GA

Past

February 28, 1997 - October 9, 1998

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

ST. PAUL, MN

Past

March 23, 1995 - February 21, 1997

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

Past

August 22, 1994 - March 16, 1995

H.J. MEYERS & CO., INC.

CRD#: 15609

ROCHESTER, NY

Past

August 8, 1994 - August 19, 1994

WESTFIELD FINANCIAL CORPORATION

CRD#: 8143

NEW YORK, NY

Past

May 18, 1994 - September 15, 1994

HIBBARD BROWN & CO., INC.

CRD#: 18246

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COMPREHENSIVE FINANCIAL CONSULTANTS

CFC PLANNING COMPANY, LLC | COMPREHENSIVE FINANCIAL CONSULTANTS

CRD#: 310603 / SEC#: 801-131561

RIA

Registered Investment Advisory firm - (12/2/2024 Approved)

Indiana

Registered Investment Advisory firm - (12/4/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(9/1/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/22/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/7/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/17/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/5/1999

General Securities Principal Examination

Current Firm

COMPREHENSIVE FINANCIAL CONSULTANTS

CFC PLANNING COMPANY, LLC | COMPREHENSIVE FINANCIAL CONSULTANTS

CRD#: 310603 / SEC#: 801-131561

RIA

Registered Investment Advisory firm - (12/2/2024 Approved)

Indiana

Registered Investment Advisory firm - (12/4/2024 Terminated)

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Contact information

Main Address

7800 East 236th Street, Cicero, IN 46034

Mailing Address

Phone number

(317) 984-7693

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COMPREHENSIVE FINANCIAL CONSULTANTS ADV 2A (3/20/2025)

Regulatory assets under management

Total Number of Accounts	904
AUM (Assets Under Management)	$ 139,984,370

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

David E. Mcgill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Earl Mcgill's CRS (Customer Relationship Summary).

Certified licenses

Experience

CFCI

SPC

PARKLAND SECURITIES, LLC

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

SECURIAN FINANCIAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

H.J. MEYERS & CO., INC.

WESTFIELD FINANCIAL CORPORATION

HIBBARD BROWN & CO., INC.

Primary Firm SEC Registration

COMPREHENSIVE FINANCIAL CONSULTANTS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/1995

Series 63

Date: 6/7/1994

SIE

Date: 10/1/2018

Series 7

Date: 5/17/1994

Series 24

Date: 1/5/1999

Current Firm

COMPREHENSIVE FINANCIAL CONSULTANTS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COMPREHENSIVE FINANCIAL CONSULTANTS

TRUST BUT VERIFY

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