Jacob McClureCRD Number: 2740184
Current Firm: The Personal Wealth Coach
Jacob McClure (CRD# 2740184) is an Investment Advisor Representative working at The Personal Wealth Coach in Salado, TX and has over 17 years of experience in the finance industry.
|The Personal Wealth Coach||Salado, TX||Jul 2007 - Current||13|
|Next Financial Group Inc.||Salado, TX||Oct 2006 - Dec 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2003|
|S65||NASAA Investment Advisors Law Examination||Dec 2004|
Total Assets Under Management148MILLIONS
Total Number of Accounts745ACCOUNTS
Average Account Value$198,759
- 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
- Pension consulting services
FL, LA, TX, VA
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