Conor McLean, financial advisor Seattle WA
88 score

Conor McLean

CRD Number: 6339707
Current Firm: Lucid Advisors, Inc.

Conor McLean (CRD# 6339707) is an Investment Advisor Representative working at Lucid Advisors, Inc. in Seattle, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Lucid Advisors, Inc. Seattle, WA Jun 2012 - Current 4
University Of Washington Seattle, WA Jun 2007 - Jun 2012 5
Student Vancouver, WA Jun 2002 - Jun 2007 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2014
Contact Info for Conor C. McLean
Phone Number: 2062672222
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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

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