Comprehensive Investment Management, LLC

Comprehensive Investment Management, LLC (CRD# 133272) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Comprehensive Investment Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Harry J. McCullough
CRD#: 2937904
4023 Westaway Drive, Lafayette Hill, PA 19444
96
Wealthminder
score

Harry McCullough (CRD# 2937904) is an Investment Advisor Representative working at Comprehensive Investment Management, LLC in Lafayette Hill, PA and has over 20 years of experience in the finance industry. Harry McCullough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Erik McCullough
CRD#: 5162487
Lafayette Hill, PA
93
Wealthminder
score

Erik McCullough (CRD# 5162487) is an Investment Advisor Representative working at Comprehensive Investment Management, LLC in Lafayette Hill, PA and has over 11 years of experience in the finance industry.

3
Brian A. Collins
CRD#: 4604546
Lafayette Hill, PA
90
Wealthminder
score

Brian Collins (CRD# 4604546) is an Investment Advisor Representative working at Comprehensive Investment Management, LLC in Lafayette Hill, PA and has 1 year of experience in the finance industry. Brian Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael C. Collins
CRD#: 4604542
Lafayette Hill, PA
90
Wealthminder
score

Michael Collins (CRD# 4604542) is an Investment Advisor Representative working at Comprehensive Investment Management, LLC in Lafayette Hill, PA and has 1 year of experience in the finance industry. Michael Collins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.