Jeffrey McClure, financial advisor Fishers IN
93 score

Jeffrey McClure

CRD Number: 3064148
Current Firm: Virtus Investment Advisers, Inc.

Jeffrey McClure (CRD# 3064148) is an Investment Advisor Representative working at Virtus Investment Advisers, Inc. in Fishers, IN and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Virtus Investment Partners Fortville, IN Oct 2011 - Current 5
Vp Distributors Inc. Fortville, IN Oct 2011 - Current 5
Wells Fargo Funds Distributor, LLC San Francisco, CA Jan 2010 - Oct 2011 1
Wells Fargo Funds Management, LLC San Francisco, CA Jan 2010 - Oct 2011 1
Evergreen Investment Services, Inc. Charlotte, NC Sep 2007 - Dec 2009 2
Columbia Management Advisors, LLC Charlotte, NC May 2005 - Aug 2007 2
Columbia Management Group Charlotte, NC Jul 2004 - Aug 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination May 2005
Contact Info for Jeffrey M. McClure
Phone Number: 800-248-7971
Firm Website: https://www.virtus.com/
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    29,781
    MILLIONS
  • Total Number of Accounts
    119
    ACCOUNTS
  • Average Account Value
    $250,257,891
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, CT, FL, GA, KS, MA, MD, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, WA

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

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