Jeffrey McClarren (CRD# 3213838) is an Investment Advisor Representative working at Mcclarren Financial Advisors in State College, PA and has 1 year of experience in the finance industry. Jeffrey McClarren has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1340988
J. W. Cole Advisors, Inc.
CRD# 1999758
Lpl Financial LLC
CRD# 6303745
Mcclarren Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mcclarren Financial Advisors | State College, PA | Jun 1999 - Current | 24 |
- PA
-
Total Assets Under Management342MILLIONS
-
Total Number of Accounts2,005ACCOUNTS
-
Average Account Value$170,454
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, PA, TX
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