Eric Maclean, ChFC®, CLU®, AIF®
CRD Number: 5925615Current Firm: Securities America Advisors, Inc.
Compensation Model: Both
Providing retirement income and tax planning for physicians and professionals
Eric Maclean (CRD# 5925615) is an Investment Advisor Representative and President at Maclean Wealth Planning, LLC in University Place, WA and has over 30 years of experience in the financial services industry.
I’ve been helping clients solve financial issues for over 30 years. As a Chartered Financial Consultant® and Investment Advisor Representative, I’m well equipped to provide you with the knowledge and advice on a wide array of financial concerns, including retirement income planning, 401k rollovers, wealth preservation strategies, lifetime income solutions, asset allocation strategies, decumulation strategies and of host of other financial concerns.
As an independent advisors, we draw from a wide variety of investment options and develop a plan that's right for you. Delivering consistent reliable income for a healthy retirement. Contact us today for your free "Retirement Check-Up".
To schedule an appointment- Click Here
Maclean Wealth Planning, LLC 1201 Pacific Ave, Suite 600 Tacoma, WA 98402
Office: 253-509-7051
Investment Adviser Representative offering securities & advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity.
CRD# 3220588
Byrne & Company Wealth Management, LLC
CRD# 5464276
Sitka Pacific Capital Management, LLC
CRD# 872944
Abraham & Company, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Securities America, Inc. | University Place, WA | Nov 2020 - Current | 3 |
Securities America Advisors, Inc. | University Place, WA | Nov 2020 - Current | 3 |
Maclean Wealth Planning | University Place, WA | Sep 2017 - Current | 6 |
Maclean Wealth Planning, LLC | University Place, WA | May 2013 - Current | 10 |
Student-the American College | Bryn Mawr, PA | Aug 2012 - Current | 11 |
Kms Financial Services, Inc. | Seattle, WA | Sep 2017 - Nov 2020 | 3 |
Cetera Advisor Networks | El Segundo, CA | May 2013 - Sep 2017 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2012 |
S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- TX
- WA
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Total Assets Under Management38,164MILLIONS
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Total Number of Accounts200,228ACCOUNTS
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Average Account Value$190,602
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Maclean Wealth Planning, LLC | 1201 Pacific Ave, Suite 600 Tacoma, WA 98466
253-509-7051 | www.MacleanWealthPlanning.com | [email protected]
Investment Adviser Representative offering securities & advisory services through Securites America, Inc/ member FINRA/SIPC. Securities America, inc. is under separate ownership from any other named entity.
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