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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christian? Claim Your ProfileChristian MacLean is an investment advisor representative with MacLean Capital Advisors, LLC. Christian has been in the securities industry since February 15, 2001. Christian is registered with the state of California as an investment advisor representative and is also registered with FINRA. Christian specializes in providing financial planning and portfolio management services to individuals and pension and profit-sharing plans. Christian is also a Chartered Financial Analyst. MacLean Capital Advisors, LLC is a Registered Investment Advisor (RIA) headquartered in Indian Wells, California. The firm specializes in providing investment advice and portfolio management services to individuals and families. MacLean Capital Advisors, LLC is a fee-based firm, meaning that clients pay a fee for the firm's services rather than paying commissions on trades.
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.
Guidance on pension options to ensure a secure financial future.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
05/18/2011 - Present
MacLean Capital Advisors, LLC (INDIAN WELLS CA)
CA
02/20/2009 - 07/29/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (INDIAN WELLS CA)
CA
02/15/2001 - 02/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
BOTH
Issued 03/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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