Walter McClellanCRD Number: 4536178
Current Firm: Cetera Investment Advisers LLC
Walter McClellan (CRD# 4536178) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Saint Louis, MO and has over 15 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Amadeus Luxury Autos||San Diego, CA||Sep 2015 - Current||2|
|Doterra||St Louis, MO||Feb 2015 - Current||2|
|Cetera Investment Advisers LLC||Schaumburg, IL||Aug 2005 - Current||12|
|Cetera Financial Specialists LLC||Schaumburg, IL||Apr 2002 - Current||15|
|Mid America Business Forms||Creve Coeur, MO||Nov 1992 - Current||25|
|Corporate Express||St. Louis, MO||Apr 2001 - Jan 2009||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2002|
|S65||NASAA Investment Advisors Law Examination||Jul 2005|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops