Donald T. Mcneill

ON INVESTMENT MANAGEMENT CO

Thomson, GA

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CRD#: 2912463

Professional summary

Donald Thomas Mcneill, ChFC®, who also goes by Don Mcneill Jr, Donald T Jr Mcneill, Donald Thomas Mcneill Jr, is a registered financial advisor currently at ON INVESTMENT MANAGEMENT CO located in Thomson, Georgia and THE O.N. EQUITY SALES COMPANY located in Thomson, Georgia.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Donald has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Don Mcneill Jr | Donald T Jr Mcneill | Donald Thomas Mcneill Jr

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. MCNEILL FINANCIAL SERVICES, LLC P.O. Box 1839, Thomson, GA 30824; yes-INVST RELATED;OWNER,INSURANCE SALES; STARTED IN JULY 2001, 10 HOURS PER MONTH 10 DURING TRADING HOURS; fixed life/annuity sales. 2. MCNEILL INVESTMENT CO. LLC; P.O. Box 1839, Thomson GA 30824;NON-INVST RELATED;OWNER REAL ESTATE RENTAL INCOME;STARTED 03-2010;40 HOURS PER MONTH 30 DURING TRADING HOURS; KING&PRINCE VILLA VACATION RENTALS;ST.SIMONS ISLAND,GA. 31522

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Thomas Mcneill'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

January 5, 2018 - Present

ON INVESTMENT MANAGEMENT CO

RIA

CRD#: 105662

Thomson, GA

Current

January 5, 2018 - Present

THE O.N. EQUITY SALES COMPANY

CRD#: 2936

Thomson, GA

Past

April 30, 2013 - January 9, 2018

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

THOMSON, GA

Past

January 4, 2013 - April 19, 2013

FORESTERS EQUITY SERVICES, INC.

RIA

CRD#: 18464

THOMSON, GA

Past

January 3, 2013 - January 9, 2018

FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

SAN DIEGO, CA

Past

February 9, 2010 - December 31, 2012

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

RIA

CRD#: 143384

THOMSON, GA

Past

February 5, 2010 - December 31, 2012

RESOURCE HORIZONS GROUP LLC

CRD#: 104368

MARIETTA, GA

Past

February 13, 2009 - January 15, 2010

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

ATLANTA, GA

Past

February 4, 2009 - January 15, 2010

MML INVESTORS SERVICES, LLC

CRD#: 10409

ATLANTA, GA

Past

May 6, 2005 - February 2, 2007

SIGNATOR INVESTORS, INC.

CRD#: 468

ATLANTA, GA

Past

August 11, 1997 - February 2, 2005

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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".

ON INVESTMENT MANAGEMENT CO

CRD#: 105662 / SEC#: 801-7941

RIA

Registered Investment Advisory firm - (11/14/1971 Approved)

Alabama

Registered Investment Advisory firm - (4/15/2002 Terminated)

District of Columbia

Registered Investment Advisory firm - (2/9/2001 Terminated)

Georgia

Registered Investment Advisory firm - (4/15/2002 Terminated)

Indiana

Registered Investment Advisory firm - (12/9/2002 Terminated)

Maine

Registered Investment Advisory firm - (4/19/2002 Terminated)

Maryland

Registered Investment Advisory firm - (4/15/2002 Terminated)

Michigan

Registered Investment Advisory firm - (1/8/2002 Terminated)

North Carolina

Registered Investment Advisory firm - (4/15/2002 Terminated)

South Carolina

Registered Investment Advisory firm - (4/15/2002 Terminated)

West Virginia

Registered Investment Advisory firm - (1/31/2002 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Georgia
(1/5/2018)

IAR

Georgia
(1/19/2018)

South Carolina
(1/5/2018)

IAR

South Carolina
(1/5/2018)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/19/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 9/26/1997

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: 6/16/1999

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/9/1997

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

ON INVESTMENT MANAGEMENT CO

CRD#: 105662 / SEC#: 801-7941

RIA

Registered Investment Advisory firm - (11/14/1971 Approved)

Alabama

Registered Investment Advisory firm - (4/15/2002 Terminated)

District of Columbia

Registered Investment Advisory firm - (2/9/2001 Terminated)

Georgia

Registered Investment Advisory firm - (4/15/2002 Terminated)

Indiana

Registered Investment Advisory firm - (12/9/2002 Terminated)

Maine

Registered Investment Advisory firm - (4/19/2002 Terminated)

Maryland

Registered Investment Advisory firm - (4/15/2002 Terminated)

Michigan

Registered Investment Advisory firm - (1/8/2002 Terminated)

North Carolina

Registered Investment Advisory firm - (4/15/2002 Terminated)

South Carolina

Registered Investment Advisory firm - (4/15/2002 Terminated)

West Virginia

Registered Investment Advisory firm - (1/31/2002 Terminated)

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Contact information

Main Address

One Financial Way, Cincinnati, OH 45242

Mailing Address

P.o. Box 371, Cincinnati, OH 45201-0371

Phone number

(855) 262-0913

Established

Firm type

Fiscal year end

# of Employees

3,193

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ONIMCO-52 FIRM BROCHURE ADV 2A 05-14-2025 (5/14/2025)

ONIMCO-52 FIRM BROCHURE ADV 2A 03-26-2025 (5/14/2025)

Regulatory assets under management

Total Number of Accounts	12,053
AUM (Assets Under Management)	$ 2,376,953,646

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

Donald T. Mcneill

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Thomas Mcneill's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE O.N. EQUITY SALES COMPANY

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

FORESTERS EQUITY SERVICES, INC.

RESOURCE HORIZONS INVESTMENT ADVISORY, INC.

RESOURCE HORIZONS GROUP LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

ON INVESTMENT MANAGEMENT CO

State Registrations and Notice Filings

Exams

Series 65

Date: 11/19/1999

Series 63

Date: 9/26/1997

SIE

Date: 10/1/2018

Series 7

Date: 6/16/1999

Series 6

Date: 8/9/1997

FINRA

Current Firm

ON INVESTMENT MANAGEMENT CO

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ON INVESTMENT MANAGEMENT CO

TRUST BUT VERIFY

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