DM
DM

Donna Marie Mcgill

10 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
218 clients
Average Client Portfolio
$289K average
Assets Under Management
$62.9M

Fee Structure

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Location

Marlton, NJ

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Donna is a life insurance agent selling life insurance and fixed annuities through Critical Math Partners LLC, dedicating about a quarter of her time. She also works as a seasonal tax preparer for Edward Forker, LLC, also dedicating about a quarter of her time, and is an Investment Advisor Representative with AtCap Partners, spending nearly full-time hours providing financial advice and investing.

Employment History
Current Registrations
Atcap Partners, LLC
April 2017 - Present · 8 yrs 10 mos
Ceros Financial Services, INC.Broker
August 2016 - Present · 9 yrs 6 mos
Ceros Financial Services, INC.
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Critical Math Advisors LLC
February 2016 - March 2017 · 1 yr 1 mo
The Investment Center, INC.Broker
July 2015 - August 2016 · 1 yr 1 mo
State Registrations3 states
FLNJPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.