Cline Financial Concepts, LLC

Cline Financial Concepts, LLC (CRD# 135679) is a financial advisory firm headquartered in Champaign, IL. They manage $50,205,695 in 123 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1800 S. Oak Street, Suite 101, Champaign, IL 61820
https://www.facebook.com/cline-financial-concepts-301679444489/
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $408,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, IL

Financial Advisors at Cline Financial Concepts, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott Cline, financial advisor Champaign IL
Scott E. Cline
CRD#: 4963332
1800 S. Oak Street, Suite 101, Champaign, IL 61820

Scott Cline (CRD# 4963332) is an Investment Advisor Representative working at Cline Financial Concepts, LLC in Champaign, IL and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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