Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McClellan is a certified financial planner and a CPA with over 38 years of experience in the financial services industry. James has a strong background in accounting and tax services, and has been providing financial advice to individuals and families since 1983. James G. McClellan CPA offers a range of services, including financial planning, portfolio management, and selection of other advisors. James G. McClellan CPA is registered with the state of Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
02/25/2014 - Present
James G. McClellan CPA (SUGAR LAND TX)
IA
Issued 12/05/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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