Brette Maclean, financial advisor Indian Wells CA

Brette Maclean

CRD Number: 5470794
Current Firm: Maclean Capital Advisors, LLC

Brette Maclean (CRD# 5470794) is an Investment Advisor Representative working at Maclean Capital Advisors, LLC in Indian Wells, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Maclean Capital Advisors, LLC Indian Wells, CA Jul 2011 - Current 12
Purshe Kaplan Sterling Investments Indian Wells, CA Jul 2011 - Current 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
Contact Info for Brette H. Maclean
Phone Number: 760-636-4593
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    161
    MILLIONS
  • Total Number of Accounts
    149
    ACCOUNTS
  • Average Account Value
    $1,083,318
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CA

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