Kevin McClelland, financial advisor Spokane WA
93 score

Kevin McClelland

CRD Number: 5302267
Current Firm: Umpqua Investments, Inc.

Kevin McClelland (CRD# 5302267) is an Investment Advisor Representative working at Umpqua Investments, Inc. in Spokane, WA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Umpqua Investments, Inc. Spokane, WA Sep 2015 - Current 1
Umpqua Bank Spokane, WA Aug 2013 - Current 3
Lpl Financial LLC Spokane, WA Aug 2013 - Sep 2015 2
Wells Fargo Bank Na Spokane, WA Nov 2012 - Aug 2013 < 1
Wells Fargo Advisors LLC Spokane, WA Nov 2012 - Aug 2013 < 1
Wells Fargo Advisors LLC Coeur D Alene, ID May 2009 - Nov 2012 3
Wachovia Securities, LLC Coeur D'alene, ID Jan 2008 - May 2009 1
Wachovia Securities, LLC Coeur D'alene, ID Jan 2008 - May 2009 1
A.g. Edwards Coeur D'alene, ID Mar 2007 - Jan 2008 < 1
First Index, Inc. Spokane, WA Apr 2001 - Mar 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Kevin S. McClelland
Phone Number: 503-226-7000
Registered State(s):
  • AZ
  • CA
  • ID
  • MT
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    543
    MILLIONS
  • Total Number of Accounts
    2,318
    ACCOUNTS
  • Average Account Value
    $234,062
Compensation Options
  • A percentage of assets under your management
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)
Types of Clients
Registered States

AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SD, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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