Peter Mcneil is a registered investment advisor, based in Ann Arbor, MI, with 24 years of industry experience.
Location
3909 Research Park Drive, Suite 200, Ann Arbor, MI, 48108
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Peter is a licensed CA insurance agent (DBA McNeil & Associates) offering fixed insurance products since 2005 and an investment advisor representative with Concorde Asset Management, LLC, dedicating full-time hours to the latter. He also owns Comprehensive Financial and Tax, spending minimal time on tax preparation and planning.
Employment History
Current Registrations
Concorde Investment Services, LLC
Concorde Investment Services, LLCBroker
Concorde Asset Management, LLC
Previous Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Financial West Group
Financial West GroupBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations7 states
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