Lachlan Maclean, financial advisor Novato CA

Lachlan Maclean

CRD Number: 6879247
Current Firm: Wealth Enhancement Advisory Services, LLC

Lachlan Maclean (CRD# 6879247) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Novato, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Enhancement Advisory Services Novato, FL Apr 2023 - Current < 1
Wealth Enhancement Group Novato, CA Apr 2023 - Current < 1
Equius Partners Novato, CA Aug 2017 - Mar 2023 5
Nitro Software, Inc. San Francisco, CA Aug 2016 - Aug 2017 1
Glass Lewis & Company San Francisco, CA Nov 2009 - Jul 2016 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2017
Contact Info for Lachlan M. Maclean
Phone Number: 763-417-1700
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    72,025
    MILLIONS
  • Total Number of Accounts
    154,394
    ACCOUNTS
  • Average Account Value
    $466,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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