Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Bradley McClain is a financial advisor with Charles Schwab & CO., Inc. Andrew has over 14 years of experience in the financial services industry. Andrew holds a Series 7, Series 24, Series 63 and Series 66 license as well as the SIE exam. Andrew is registered in 34 states and the District of Columbia as a Broker and in Georgia as an Investment Advisor Representative. Prior to joining Charles Schwab, Andrew was employed with USAA Financial Advisors, Inc. and Ameriprise Financial Services, Inc. Andrew's current employment with Charles Schwab is based in Sandy Springs, Georgia. Andrew specializes in financial planning and portfolio management for individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
GA
06/05/2020 - Present
Charles Schwab & CO., Inc. (Sandy Springs GA)
GA
05/28/2010 - 05/23/2020
USAA FINANCIAL ADVISORS, INC. (ATLANTA GA)
GA
07/01/2008 - 04/14/2010
AMERIPRISE FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
08/08/2006 - 05/29/2008
EDWARD JONES (ATLANTA GA)
BOTH
Issued 05/04/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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