DL
ChFC
DL
ChFC
David Lucado
51 Years of Experience
Willow Springs, IL
1 DisclosureBrokerSells Insurance
David Lucado is a ChFC-designated registered investment advisor at Comprehensive Planning, INC., based in Willow Springs, IL, with 51 years of industry experience. Their practice areas include Annuities, Insurance Planning.
Compensation
Commission-Based
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Investment management only (planning not offered)
Comprehensive Planning, Inc. does not charge any fees for its services. Instead, the firm receives commissions from the investment or insurance company when a client invests in their products.
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Location
8695 S Archer , Suite 18, Willow Springs, IL, 60480
Get directionsHistory
Regulatory History (1)
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Criminal
July 1966Final Disposition
Other Business ActivitiesSells Insurance
David is involved in insurance sales through Comprehensive Planning, Inc., focusing on fixed insurance products.
Employment History
Current Registrations
Comprehensive Planning, INC.
August 1998 - Present · 27 yrs 9 mos
Lasalle St Securities, L.L.C.Broker
January 1990 - Present · 36 yrs 4 mos
Previous Registrations
Sunamerica Securities, INC.Broker
June 1989 - December 1989 · 6 mos
Southmark Financial Services, INC.Broker
May 1986 - June 1989 · 3 yrs 1 mo
Equico Securities, INC.Broker
October 1980 - September 1986 · 5 yrs 11 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1974 - September 1986 · 12 yrs 5 mos
State Registrations7 states
AZCOFLILMONVWI
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.