Michael D. Mcgill
Professional summary
Michael David Mcgill, who also goes by Michael David Mcgill, is a registered financial advisor currently at SUMMIT INVESTMENTS AND FINANCIAL PLANNING located in Uniontown, Ohio.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 3 firms and has passed the Series 66, Series 65, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael David Mcgill's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 22, 2022 - Present
SUMMIT INVESTMENTS AND FINANCIAL PLANNING
Office #1: 2853 Crows Nest Cir, Uniontown, OH 44685July 1, 2022 - November 4, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
June 27, 2022 - November 4, 2022
AMERIPRISE FINANCIAL SERVICES, LLC
June 15, 2012 - December 31, 2013
MCGILL INVESTMENT ADVISORY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/22/2022)
Exams
Series 7TO
Date: 7/1/2022
General Securities Representative ExaminationCurrent Firm
SUMMIT INVESTMENTS AND FINANCIAL PLANNING
CRD#: 323974 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 53 |
| AUM (Assets Under Management) | $ 8,700,000 |
Red Flags
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Company Information
SUMMIT INVESTMENTS AND FINANCIAL PLANNING
CRD#: 323974Uniontown, OH 44685TRUST BUT VERIFY
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