Unclaimed
Allan McClure is a financial advisor registered with PFS Investments Inc. Allan is based in Williamsburg, VA and has been in the financial services industry since 2006. Allan is a licensed investment advisor representative and registered as a securities agent in Virginia. Allan offers financial and investment advice to a range of clients, including individuals, families, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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VA
08/13/2024 - Present
PFS Investments Inc. (WILLIAMSBURG VA)
IA
Issued 07/09/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/09/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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