Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gavin? Claim Your ProfileGavin McCluey is a financial advisor with over 20 years of experience in the industry. Gavin is registered as a Registered Representative with RBC Capital Markets, LLC, and is also an Investment Adviser Representative in Montana and Texas. Gavin has a comprehensive understanding of financial planning and investment management, and is committed to helping clients achieve their financial goals. Before joining RBC Capital Markets, LLC, Gavin worked for WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC, where Gavin gained valuable experience in the industry. Gavin has demonstrated a strong commitment to continued education and professional development, holding Series 63, 65, 7, and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MT
07/21/2016 - Present
RBC Capital Markets, LLC (GREAT FALLS MT)
MT
01/03/2011 - 10/25/2013
WELLS FARGO ADVISORS, LLC (HAVRE MT)
MT
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (GREAT FALLS MT)
MN
12/14/2000 - 12/31/2003
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MN
03/28/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
MO
08/14/1999 - 01/04/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 02/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Gavin McCluey is the right advisor for you? Invested Better is here to help.
