Edgar McLean, financial advisor Saint Augustine FL
93 score

Edgar McLean

CRD Number: 5322814
Current Firm: First Financial Advisors, LLC

Edgar McLean (CRD# 5322814) is an Investment Advisor Representative working at First Financial Advisors, LLC in Saint Augustine, FL and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
First Financial Advisors, LLC Orange Park, FL Oct 2007 - Current 9
The Mailing House Orange Park, FL Mar 2003 - Current 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Edgar L. McLean
Phone Number: 904-940-9555
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    28
    MILLIONS
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $62,648
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, IA, MA, NH, PA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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