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
By the Numbers
-
Total Assets Under Management50MILLION
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Total Number of Accounts123ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, IL
Financial Advisors at Cline Financial Concepts, LLC
1
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.
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