Unclaimed
Michael McLellan is an investment advisor representative associated with Empower Advisory Group, LLC. Michael has been in the financial services industry for more than 17 years. Michael previously worked for USAA Financial Advisors, Inc., PFS INVESTMENTS INC., GLP INVESTMENT SERVICES, LLC, Fidelity Brokerage Services LLC, Morgan Keegan & Company, Inc. and Fidelity Investments Institutional Services Company, Inc. Michael holds a Series 6, 7, 63 and 66 license. Michael's office is located in FRISCO, 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
TX
11/27/2019 - Present
Empower Advisory Group, LLC (FRISCO TX)
TX
10/10/2017 - 08/27/2019
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
TX
02/08/2017 - 09/18/2017
PFS INVESTMENTS INC. (DALLAS TX)
MI
01/21/2016 - 01/20/2017
GLP INVESTMENT SERVICES, LLC (FARMINGTON MI)
TX
10/18/2014 - 02/03/2015
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TN
09/13/2000 - 08/31/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
RI
09/23/1997 - 06/20/2000
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BOTH
Issued 11/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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