Brian McClelland, financial advisor Tampa FL
93 score

Brian McClelland

CRD Number: 4552982
Current Firm: J. W. Cole Advisors, Inc.

Brian McClelland (CRD# 4552982) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Jonathan Roberts Advisory Group, Inc. Tampa, FL Nov 2011 - Current 5
J.w. Cole Financial, Inc. Beaumont, TX Sep 2003 - Current 13
Mcclelland Samuel & Fehnel, LLP Beaumont, TX Nov 2001 - Current 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Brian E. McClelland
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
Types of Clients
Registered States

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

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

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