Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McClellan has been in the financial services industry since 1987. David is currently registered as an Investment Advisor Representative with Independent Financial Partners. David has also worked for LPL FINANCIAL LLC and MML INVESTORS SERVICES, INC. David has a wide range of experience in the financial services industry, and holds several licenses and certifications, including Series 63, 10, 9, 8 and 7, as well as the SIE exam. David provides investment advice for a fee through Independent Financial Partners.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
GA
07/30/2010 - Present
Independent Financial Partners (SAINT SIMONS GA)
GA
07/06/2010 - 05/23/2019
LPL FINANCIAL LLC (ST SIMONS ISLAND GA)
GA
11/28/2005 - 07/13/2010
MML INVESTORS SERVICES, INC. (SAINT SIMONS ISLAND GA)
MO
11/19/1996 - 11/17/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
RI
06/22/1989 - 12/16/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NY
09/24/1987 - 07/05/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
BC
Issued 11/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/07/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/04/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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