David Earl Mcgill
Investment adviser representative at Comprehensive Financial Consultants
24 yearsExperience
1 stateRegistered in
$187.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Comprehensive Financial ConsultantsSep 2020 to now
- Cfc Planning Company, LLC dba Comprehensive Financial ConsultantAug 2020 to now
- Parkland Securities, LLCAug 2014 to Aug 2020
- Sigma Planning CorporationNov 2002 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (IN).
Comprehensive Financial Consultants
Legal name: Cfc Planning Company, LLC
$187.3MAssets managed
392Clients
4Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2491757
- Firm CRD
- 310603