Clinton McCalla, financial advisor Miami FL
93 score

Clinton McCalla

CRD Number: 6162847
Current Firm: The Lubitz Financial Group

Clinton McCalla (CRD# 6162847) is an Investment Advisor Representative working at The Lubitz Financial Group in Miami, FL and has over 4 years of experience in the finance industry. Clinton McCalla has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Lubitz Financial Group Miami, FL Mar 2014 - Current 3
D.r. Saur Financial, Inc. Dallas, TX Aug 2012 - Jan 2014 1
Unemployed Mckinney, TX Dec 2011 - Aug 2012 < 1
School Greenville, TX Jan 2003 - Dec 2011 8
Fox, Joss, And Yankee Reston, VA May 2011 - Aug 2011 < 1
Tyler Technologies Lubbock, TX Sep 2008 - Dec 2010 2
Smooth Fusion Lubbock, TX Dec 2007 - May 2008 < 1
T&l Landscaping Lubbock, TX Mar 2007 - Dec 2007 < 1
Texas Tech University Libraries Lubbock, TX Jan 2006 - Jul 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2013
Contact Info for Clinton D. McCalla
Phone Number: 305-670-4440
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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