Kevin McClelland, financial advisor Coeur d'Alene ID
93 score

Kevin McClelland

CRD Number: 5302267
Current Firm: 1st Global Advisors Inc.

Kevin McClelland (CRD# 5302267) is an Investment Advisor Representative working at 1st Global Advisors Inc. in Coeur d'Alene, ID and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
1st Global Insurance Services, Inc. Coeur D Alene, ID Jan 2017 - Current 1
1st Global Capital Corp. Coeur D Alene, ID Jan 2017 - Current 1
1st Global Advisors, Inc. Coeur D Alene, ID Jan 2017 - Current 1
Magnuson, Mchugh & Company, P.a. Coeur D Alene, ID Jan 2017 - Current 1
Umpqua Investments, Inc. Spokane, WA Sep 2015 - Jan 2017 1
Umpqua Bank Spokane, WA Aug 2013 - Jan 2017 3
Lpl Financial LLC Spokane, WA Aug 2013 - Sep 2015 2
Wells Fargo Bank Na Spokane, WA Nov 2012 - Aug 2013 < 1
Wells Fargo Advisors LLC Spokane, WA Nov 2012 - Aug 2013 < 1
Wells Fargo Advisors LLC Coeur D Alene, ID May 2009 - Nov 2012 3
Wachovia Securities, LLC Coeur D'alene, ID Jan 2008 - May 2009 1
Wachovia Securities, LLC Coeur D'alene, ID Jan 2008 - May 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Kevin S. McClelland
Phone Number: 214-294-5000
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    8,858
    MILLIONS
  • Total Number of Accounts
    25,039
    ACCOUNTS
  • Average Account Value
    $353,788
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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