Edgar McLean, financial advisor Saint Augustine FL

Edgar McLean

CRD Number: 5322814
Current Firm: The Fiduciary Alliance

Edgar McLean (CRD# 5322814) is an Investment Advisor Representative working at The Fiduciary Alliance in Saint Augustine, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
The Fiduciary Alliance Greenville, SC Mar 2018 - Current 6
First Financial Advisors, LLC Orange Park, FL Oct 2007 - Mar 2018 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2009
Contact Info for Edgar L. McLean
Phone Number: 864-385-7999
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    1,228
    MILLIONS
  • Total Number of Accounts
    16,591
    ACCOUNTS
  • Average Account Value
    $74,014
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, LA, MA, MI, MN, NC, ND, NE, NH, NJ, NY, OH, OR, SC, SD, TN, TX, VA, WI

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