Flora MacleanCRD Number: 2007587
Current Firm: Raymond James Financial Services Advisors, Inc.
Flora Maclean (CRD# 2007587) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Medford, OR and has over 21 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Rental Real Estate||Medford, OR||Nov 2015 - Current||1|
|Raymond James Financial Services Advisors, Inc.||Medford, OR||Apr 2010 - Current||6|
|Money Moon, LLC||Medford, OR||May 2009 - Current||7|
|Insurance-non Variable||Medford, OR||Oct 2005 - Current||11|
|Raymond James Financial Services, Inc.||Medford, OR||May 1989 - Current||27|
|Harfst And Associates||Ashland, OR||Sep 2007 - May 2010||2|
|Sub S Corporation||Ashland, OR||Jan 2003 - Jun 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1996|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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