Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Brian McLaren, financial advisor Cupertino CA
81 score

Brian McLaren

CRD Number: 5526781
Current Firm: Financial Advocates Investment Management

Brian McLaren (CRD# 5526781) is an Investment Advisor Representative working at Financial Advocates Investment Management in Cupertino, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Advocates Investment Management Bellevue, WA Mar 2012 - Current 4
Lpl Financial Bellevue, WA Jan 2012 - Current 4
Gmac Bellevue, WA Mar 2011 - Current 5
Pacific West Securities, Inc. Renton, WA Apr 2011 - Dec 2011 < 1
Pacific West Financial Consultants, Inc. Renton, WA Apr 2011 - Dec 2011 < 1
Cobalt Mortgage Kirkland, WA May 2009 - Mar 2011 1
Cobalt Mortgage Kenmore, WA May 2009 - Mar 2011 1
Pacific West Financial Consultants, Inc. Renton, WA Sep 2008 - Jun 2009 < 1
Pacific West Securities, Inc. Renton, WA Jun 2008 - Jun 2009 1
Home Savings Of America Kirkland, WA Mar 2008 - May 2008 < 1
First National Mortgage Sources Kirkland, WA Nov 2007 - Mar 2008 < 1
Progressive Mortgage, Inc. Kirkland, WA Feb 2007 - Nov 2007 < 1
America One Finance Bellevue, WA May 2006 - Feb 2007 < 1
Merit Financial Kirkland, WA Sep 2003 - May 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2008
S66 NASAA Uniform Combined State Law Examination Sep 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Brian J. McLaren
Phone Number: 360-866-2345
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States


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