Cecil Donald Means

Interactive Financial Advisors

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningInsurance Planning

Interactive Financial Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

33 advisors

Number of Clients

2,151 clients

Average Client Portfolio

$157K average

Assets Under Management

$337.8M

Fee Structure

Minimum Investment:$1K

Location

Mundelein, IL

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Interactive Financial Advisors

October 2024 - Present · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.