David Hollis Lucado

Employer firm

Comprehensive Planning, Inc. CRD 123352

Reported services (Item 5G)

• Financial planning
• RETIREMENT PLANNING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1973 → Present
  Self Employed
  Downers Grove, IL
• 03/2015 → Present
  Comprehensive Planning Inc.
  Downers Grove, IL

Other Businesses

COMPREHENSIVE PLANNING, INC.- INSURANCE SALES; FIXED INSURANCE;

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-01-04

Designations

• Chartered Financial Consultant