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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at James G. Mcclellan Cpa
Showing 1 - 1 of 1 top financial advisors.
James G. McClellan
CRD#: 2835069
12926 Dairy Ashford Rd, Suite 100, Sugar Land, TX 77478

James McClellan (CRD# 2835069) is an Investment Advisor Representative working at James G. Mcclellan Cpa in Sugar Land, TX and has over 19 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.

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