McNeill Financial Services, LLC

More Info

Wealth Management/Insurance

General Info

McNeill Financial Services, LLC is an independent agency. Donald T. McNeill, Jr., ChFC® is a Registered Representative offering Securities through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company.

Email

Email Business

Brands

Wealth Management/Insurance

Location

Business Offices: King and Prince Villas 1300 Downing St.: Villa 482 St. Simons Island, Ga. 31533 3056 StoneGate Drive Ne Atlanta, GA. 30324 P.O. Box 1839 Thomson, GA. 30824 Primary service areas: Thomson, Augusta, Atlanta, St. Simons Island, Georgia. 30824, 30919, 30319, 31522

Neighborhoods

Buckhead, Pine Hills

Amenities

Education/Background/FINRA,SEC Disclosure: Co. Atlanta , GA September 1996 March 2007 University University of Georgia (UGA) Degree B.S. Housing, Consumer Econ, and Financial Planning Institution Smart Rank Acceptance Rate Total Undergraduate Students University of Georgia Logo University of Georgia (UGA) #61 62% 26,373 Financial Exams Exam Code Exam Name Exam Type Exam Date Grade Series 65 Uniform Investment Advisor Law Examination State Securities Law Exam November 19, 1999 Passed Series 7 General Securities Representative General Industry/Product Exam June 16, 1999 Passed Series 63 Uniform Securities Agent State Law Examination State Securities Law Exam September 26, 1997 Passed Series 6 Investment Company Products/Variable Contracts Limited Representative General Industry/Product Exam August 09, 1997 Passed Financial Adivisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. Donald Thomas Mcneill had no reported disclosure events as of the most recent filing submitted to FINRA. This information may be verified by searching for this advisor's Individual CRD Number (2912463) using FINRA's BrokerCheck Tool.

Accreditation

National Association of Insurance and Financial Advisors

NAIFA

Associations

NAIFA

Categories

Financial Planners, Financial Planning Consultants, Investment Advisory Service, Investment Management, Retirement Planning Services

Reviews

Details

Phone: (706) 361-0183

Address: 3056 Stone Gate Dr NE, Atlanta, GA 30324