Joshua McClellan, financial advisor Dallas TX
93 score

Joshua McClellan

CRD Number: 5584022
Current Firm: 1st Global Advisors Inc.

Joshua McClellan (CRD# 5584022) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Dallas, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Capital Corp. Dallas, TX Dec 2012 - Current 4
1st Global Advisors Inc. Dallas, TX Dec 2012 - Current 4
Markit Dallas, TX Aug 2012 - Oct 2012 < 1
Nylife Securities LLC Dallas, TX Sep 2008 - Aug 2012 3
New York Life Insurance Company Dallas, TX Jul 2008 - Aug 2012 4
Unemployed Dallas, TX May 2008 - Jul 2008 < 1
University Of Texas At Dallas Richardson, TX Aug 2006 - May 2008 1
Westwood School Dallas, TX Jul 2006 - Aug 2007 1
On Court Off Court Dallas, TX Dec 2005 - Sep 2006 < 1
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: 214-294-5000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,093
    MILLIONS
  • Total Number of Accounts
    21,134
    ACCOUNTS
  • Average Account Value
    $335,619
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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