James McClellan (CRD# 2835069) is an Investment Advisor Representative working at James G. Mcclellan Cpa in Sugar Land, TX and has over 27 years of experience in the finance industry. James McClellan 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# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| James G Mcclellan Cpa | Sugar Land, TX | Nov 1983 - Current | 40 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 1996 |
- TX
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Total Assets Under Management28MILLIONS
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Total Number of Accounts12ACCOUNTS
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Average Account Value$2,300,000
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
TX
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