Warren McClellanCRD Number: 4443200
Current Firm: Prudential Financial Planning Services
Warren McClellan (CRD# 4443200) is an Investment Advisor Representative working at Prudential Financial Planning Services in Duluth, GA and has over 15 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Pruco Securities LLC||Duluth, GA||Apr 2013 - Current||3|
|Mcclellan & Associates, Cpas, LLC||Duluth, GA||Jan 2000 - Current||16|
|Warren S. Mcclellan P.c.||Duluth, GA||Jan 2000 - Current||16|
|Gwn Securities Inc.||Palm Beach Gardens, FL||Jul 2010 - Apr 2013||2|
|Interactive Financial Advisors||Oakbrook, IL||Feb 2005 - Dec 2011||6|
|Great American Advisors, Inc.||Cincinnati, OH||Feb 2005 - Jul 2010||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2001|
|S65||NASAA Investment Advisors Law Examination||Sep 2001|
Total Assets Under Management4,930MILLIONS
Total Number of Accounts42,153ACCOUNTS
Average Account Value$116,966
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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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