Donald McClurg (CRD# 4117224) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Cincinnati, OH and has over 23 years of experience in the finance industry.
CRD# 6626957
Kld Wealth Management
CRD# 2930449
Primerica Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Cincinnati, OH | Feb 2023 - Current | 1 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | May 2018 - Feb 2023 | 4 |
| Cambridge Investment Research, Inc. | Fairfield, IA | May 2018 - Feb 2023 | 4 |
| United Advisors | Cincinnati, OH | Oct 2010 - May 2018 | 7 |
| Securities America Inc. | Lavista, NE | Oct 2010 - Apr 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2000 |
- OH
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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