Thomas McLean (CRD# 2262638) is an Investment Advisor Representative working at Advitica Financial Planning LLC in Olympia, WA and has over 19 years of experience in the finance industry. Thomas McLean 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.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5925615
Securities America Advisors, Inc.
CRD# 872944
Abraham & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Advitica Financial Planning Fka A.l. Rhodes Personal Fincl Advs | Olympia, WA | Aug 2018 - Current | 5 |
| Vestory, LLC | Bellevue, WA | May 2017 - Jul 2018 | 1 |
| Nr Smith And Associates, Ps | Olympia, WA | Sep 2014 - Apr 2017 | 2 |
| Accredited Investors | Minneapolis, MN | Sep 2012 - Sep 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- WA
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Total Assets Under Management17MILLIONS
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Total Number of Accounts91ACCOUNTS
-
Average Account Value$183,768
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
WA
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