Unclaimed
Ian MacClure is an investment advisor representative who has been working in the industry since 2014. He is currently registered with RFG Advisory, LLC, and is licensed to offer investment advisory services in Colorado and Texas. Ian specializes in financial planning, pension consulting, and educational seminars. Prior to joining RFG Advisory, LLC, Ian worked at Wells Fargo Clearing Services, LLC and Raymond James & Associates.
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.
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
CO
10/17/2024 - Present
RFG Advisory, LLC (CENTENNIAL CO)
CO
01/27/2014 - 06/19/2018
WELLS FARGO CLEARING SERVICES, LLC (GREENWOOD VILLAGE CO)
BOTH
Issued 02/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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