Harvey Maclin, financial advisor Atlanta GA
90 score

Harvey Maclin

CRD Number: 6134877
Current Firm: Investacorp Advisory Services Inc.

Harvey Maclin (CRD# 6134877) is an Investment Advisor Representative working at Investacorp Advisory Services Inc. in Atlanta, GA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Investacorp Inc. Miami, FL Jan 2018 - Current < 1
Investacorp Advisory Services Miami, FL Jan 2018 - Current < 1
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
Mutual Of Omaha Investor Services, Inc. Omaha, NE Dec 2012 - May 2013 < 1
Mutual Of Omaha Atlanta, GA Apr 2012 - May 2013 1
Unemployed Atlanta, GA Aug 2011 - Apr 2012 < 1
Citizen's Trust Bank Atlanta, GA May 2010 - Aug 2011 1
Filene's Basement Atlanta, GA Jun 2009 - Sep 2010 1
Partnership Solutions & Marketing Atlanta, GA Jun 2009 - Aug 2010 1
Clayton County Schools College Park, GA Aug 2009 - Mar 2010 < 1
Star Academy Charter Schools Memphis, TN Feb 2008 - Jun 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Harvey L. Maclin
Phone Number: 305-557-3000
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,097
    MILLIONS
  • Total Number of Accounts
    6,360
    ACCOUNTS
  • Average Account Value
    $329,697
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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