Kevin McClelland, financial advisor Coeur D'alene ID

Kevin McClelland

CRD Number: 5302267
Current Firm: Lpl Financial LLC

Kevin McClelland (CRD# 5302267) is an Investment Advisor Representative working at Lpl Financial LLC in Coeur D'alene, ID and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Couer D'alene, ID Mar 2024 - Current < 1
Magnuson, Mchugh & Company, P.a. Coeur D Alene, ID Jan 2017 - Current 7
Avantax Investment Services, Inc. Coeur D Alene, ID Oct 2019 - Mar 2024 4
Avantax Advisory Services Coeur D Alene, ID Oct 2019 - Mar 2024 4
Avantax Insurance Services Coeur D Alene, ID Jan 2017 - Mar 2024 7
1st Global Capital Corp. Coeur D Alene, ID Jan 2017 - Oct 2019 2
1st Global Advisors, Inc. Coeur D Alene, ID Jan 2017 - Oct 2019 2
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Kevin S. McClelland
Phone Number: 704-733-3300
Registered State(s):
  • ID
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
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
  • Other
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, WY

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