Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edwin? Claim Your ProfileEdwin McClure has been working in the financial services industry since 1994. Edwin is currently registered with Independent Financial Group, LLC. Prior to that, Edwin worked at LPL Financial, LLC. Edwin provides financial planning and portfolio management services for individuals, businesses and pension plans.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
07/07/2015 - Present
Independent Financial Group, LLC (Carlsbad CA)
CA
08/08/2003 - 07/22/2015
LPL FINANCIAL LLC (CARLSBAD CA)
IN
03/15/2002 - 09/03/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
03/15/2002 - 09/03/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
09/29/1997 - 03/07/2002
WFP SECURITIES (SAN DIEGO CA)
MI
11/14/1995 - 10/09/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
CA
08/12/1994 - 08/08/1995
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
NY
09/08/1993 - 08/02/1994
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/05/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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