Eric Maclean, ChFC®, CLU®, financial advisor University Place WA
88 score

Eric Maclean, ChFC®, CLU®

CRD Number: 5925615
Current Firm: Cetera Advisor Networks LLC

Eric Maclean (CRD# 5925615) is an Investment Advisor Representative working at Financial Network-Maclean Wealth Planning, LLC in University Place, WA and has over 3 years of experience in the finance industry.

 

I’ve been helping people 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 appropriate knowledge and advice in the following areas: Retirement Income Planning, 401k Rollovers, Investments, Asset Allocation, Fee Only Investment Advisory Services, Retirement Plans, Traditional and Roth IRAs, SEP & SIMPLE Plans, Solo 401k's, Decumulation Strategies, Income and Estate Tax Planning, Risk Management and Tax Diversified Income Planning, Fixed Annuities,Variable Annuity Strategies and Fixed Indexed Annuities.

 

We draw from a wide variety of investment options and develop a plan that's right for you.  Contact us today for a free consultation.

 

Financial Network-Maclean Wealth Planning, LLC | 5000 Bridgeport Way W | University Place, WA 98467 | 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.

CONTACT
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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks El Segundo, CA May 2013 - Current 3
Student-the American College Bryn Mawr, PA Aug 2012 - Current 4
New York Life Insurance Co/nylife Securities Tacoma, WA Feb 2012 - Current 4
New York Life Insurance Co Tacoma, WA May 2011 - Current 5
Colbalt Financial Corporation Bellevue, WA Sep 2009 - Current 7
Best Mortgage Bellevue, WA Mar 2009 - Current 7
National Pacific Capital, Inc. Westlake Village, CA Jan 2006 - Current 10
Hms Capital Inc. Westlake Village, CA Apr 2000 - Current 16
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Feb 2012
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Aug 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Eric S. Maclean, ChFC®, CLU®
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Firm Disclaimer:

Financial Network-Maclean Wealth Planning, LLC | 5000 Bridgeport Way W | University Place, WA 98467 | 253-509-7051 | www.MacleanWealthPlanning.com |

[email protected]

 

 

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.

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BADGES
88
Verified Page
Data verified by both the advisor and the public regulatory data.

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