Harvey Maclin (CRD# 6134877) is an Investment Advisor Representative working at Esi Financial Advisors in Atlanta, GA and has over 10 years of experience in the finance industry.
CRD# 7069825
Beacon Global Advisor Network, LLC
CRD# 5338514
Rollins Financial Advisors, LLC
CRD# 5822473
Rockefeller Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Services Inc. | Montpelier, VT | Sep 2020 - Current | 3 |
| Commonwealth Of Atlanta LLC | Atlanta, GA | Feb 2017 - Current | 7 |
| Aegis Capital Corp | Atlanta, GA | Jan 2020 - Sep 2020 | < 1 |
| Investacorp Advisory Services | Miami, FL | Jan 2018 - Feb 2020 | 2 |
| Investacorp Inc. | Miami, FL | Jan 2018 - Jan 2020 | 2 |
| Lpl Financial, LLC | Atlanta, GA | Jan 2016 - Jan 2018 | 2 |
| Wealthspan Financial Group | Atlanta, GA | May 2013 - Apr 2017 | 3 |
| Securian Financial Services Inc. | St. Paul, MN | May 2013 - Jan 2016 | 2 |
| Minnesota Life Insurance Company (a Securian Company) | St. Paul, MN | May 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- GA
-
Total Assets Under Management2,125MILLIONS
-
Total Number of Accounts11,558ACCOUNTS
-
Average Account Value$183,834
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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