Mclean Financial Planning And Investment Management

Mclean Financial Planning And Investment Management (CRD# 170717) is a financial advisory firm headquartered in Mentor, OH. They manage $12,924,850 in 77 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
9356 Ivan Court, Mentor, OH 44060
https://mfpblogcom.wordpress.com/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    77
    ACCOUNTS
  • Average Account Value
    $167,855
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Mclean Financial Planning And Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Marc McLean, financial advisor Mentor OH
Marc T. McLean
CRD#: 5783478
9356 Ivan Court, Mentor, OH 44060

Marc McLean (CRD# 5783478) is an Investment Advisor Representative working at Mclean Financial Planning And Investment Management in Mentor, OH and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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