Michael McClimon, financial advisor Clive IA

Michael McClimon

CRD Number: 2744393
Current Firm: Fmsa

Michael McClimon (CRD# 2744393) is an Investment Advisor Representative working at Fmsa in Clive, IA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Management Services Of America Lafayette, LA Nov 2018 - Current 5
Gwn Securities Inc. Palm Beach Gardens, FL Sep 2004 - Nov 2018 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1996
Contact Info for Michael E. McClimon
Phone Number: 5612892602
Firm Website: http://www.myfmsa.com
Registered State(s):
  • IA
Current Firm Details
Fmsa
Firm's CRD Number: 154136
By the Numbers
  • Total Assets Under Management
    169
    MILLIONS
  • Total Number of Accounts
    1,417
    ACCOUNTS
  • Average Account Value
    $119,452
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, FL, IA, LA, TX

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