Flora Maclean, financial advisor Medford OR
83 score

Flora Maclean

CRD 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 20 years of experience in the finance industry.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Flora Maclean
Phone Number: 727-567-5877
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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BADGES
83

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