Brian McClellandCRD 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.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|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|
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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