Douglas McClelland (CRD# 5723833) is an Investment Advisor Representative working at Pgim Investments LLC in Holly Springs, NC and has over 13 years of experience in the finance industry.
CRD# 2651246
Ae Wealth Management, LLC
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pgim Investments,llc | Fuquay Varina, NC | Oct 2013 - Current | 10 |
| Prudential Investment Management Services LLC | Fuquay Varina, NC | Oct 2013 - Current | 10 |
| Pgim Investments,llc | Holly Springs, NC | Oct 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2010 |
- NJ
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Total Assets Under Management315,352MILLIONS
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Total Number of Accounts167ACCOUNTS
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Average Account Value$1,888,332,353
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for investment companies (as well as "business development companies")
- 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, VT, WA, WI, WV, WY
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