James G. Mcclellan Cpa
James G. Mcclellan Cpa (CRD# 114230) is a financial advisory firm headquartered in Sugar Land, TX. They manage $21,500,000 in 20 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$1,075,000
- 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)
James McClellan (CRD# 2835069) is an Investment Advisor Representative working at James G. Mcclellan Cpa in Sugar Land, TX and has over 20 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.