Cole McClellan (CRD# 6610173) is an Investment Advisor Representative working at Schubert & Company, Inc. in Mckinney, TX and has over 2 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schubert & Company, Inc. | Mckinney, TX | Sep 2021 - Current | 2 |
| Schubert & Company, Inc. | Mckinney, TX | Apr 2021 - Current | 3 |
| Pwc | Dallas, TX | Sep 2017 - Apr 2021 | 3 |
| Unemployed Studying For Cpa | Abilene, TX | Jun 2017 - Aug 2017 | < 1 |
| Abilene Christian University | Abilene, TX | Jun 2016 - May 2017 | < 1 |
| Parkway Advisors, LP | Abilene, TX | May 2016 - Aug 2016 | < 1 |
| Abilene Christian University | Abilene, TX | Aug 2012 - May 2016 | 3 |
| Abilene Christian University Student Association | Abilene, TX | Jul 2014 - Jul 2015 | 1 |
| Club Corporation | Dallas, TX | Jun 2014 - Aug 2014 | < 1 |
| Kanakuk Camp | Branson, MO | May 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- LA
- TX
-
Total Assets Under Management403MILLIONS
-
Total Number of Accounts603ACCOUNTS
-
Average Account Value$669,076
- 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
- Other
LA, OK, TX
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