David McClellan (CRD# 1428347) is an Investment Advisor Representative working at Independent Financial Partners in Saint Simons Island, GA and has over 36 years of experience in the finance industry.
CRD# 3181918
Lpl Financial LLC
CRD# 5108000
Newedge Advisors
CRD# 6710249
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | St Simmons, GA | May 2019 - Current | 4 |
| Independent Financial Partners | St Simons Island, GA | Aug 2010 - Current | 13 |
| Lpl Financial, LLC | St Simons Island, GA | Jul 2010 - May 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1987 |
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- GA
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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