Joshua McClellan, financial advisor Carrollton TX

Joshua McClellan

CRD Number: 5584022
Current Firm: Charles Schwab & Company, Inc.

Joshua McClellan (CRD# 5584022) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Carrollton, TX and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, TX May 2021 - Current 2
Avantax Advisory Services Dallas, TX Oct 2019 - Apr 2021 1
Avantax Investment Services, Inc. Dallas, TX Oct 2019 - Apr 2021 1
1st Global Capital Corp. Dallas, TX Dec 2012 - Oct 2019 6
1st Global Advisors Inc. Dallas, TX Dec 2012 - Oct 2019 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2010
S66 NASAA Uniform Combined State Law Examination Jan 2013
Contact Info for Joshua W. McClellan
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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