Cedric McClain (CRD# 7634685) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New Albany, OH and has 1 year of experience in the finance industry.
CRD# 5590975
Concordia Wealth Planning, LLC
CRD# 706698
Independent Financial Partners
CRD# 2716981
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ubs Financial Services Inc. | New Albany, OH | Jan 2023 - Current | 1 |
Rocket Mortgage | Cleveland, OH | Jul 2022 - Dec 2022 | < 1 |
Social Mortgage | Cleveland, OH | Aug 2021 - Jul 2022 | < 1 |
The Ohio State University | Columbus, OH | Jan 2018 - Jul 2022 | 4 |
Dibellas Subs | Columbus, OH | Feb 2019 - Apr 2020 | 1 |
Area Temps | Gate Mills, OH | Apr 2017 - Jan 2018 | < 1 |
Aramark Food Services | Cleveland, OH | Mar 2016 - Apr 2017 | 1 |
Contemporary Services Company | Cleveland, OH | Sep 2015 - Dec 2016 | 1 |
Wendys | Richmond Heights, OH | Feb 2015 - Sep 2016 | 1 |
Sneaker Villa | Cleveland, OH | Sep 2014 - Jul 2015 | < 1 |
Enterprise Rent-a-car | Bedford, OH | Sep 2013 - Oct 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2023 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OH
-
Total Assets Under Management702,387MILLIONS
-
Total Number of Accounts1,093,486ACCOUNTS
-
Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.