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Robert James McLean

HHM Wealth Advisors, LLC

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About Robert James McLean

Robert McLean is an Investment Advisor Representative at HHM Wealth Advisors, LLC in Chattanooga, TN. Robert has been in the industry since 2022. Robert is a licensed Independent Insurance Agent and also works as a seasonal tax preparer at Henderson, Hutcherson & McCullough, PLLC. Robert is registered with the state of Tennessee as an Investment Advisor Representative. Robert's professional designations include Series 65. Robert is a specialist in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning and Pension Consulting.

Firm Information

Robert McLean is currently registered with HHM Wealth Advisors, LLC. HHM Wealth Advisors, LLC is a registered investment advisor based in Chattanooga, TN with over $1 Billion in regulatory assets under management. The firm specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. HHM Wealth Advisors serves a variety of client types, including individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and banking or thrift institutions.
HHM Wealth Advisors, LLC

1181 KING STREET

CHATTANOOGA, TN 37403

$1.07B

Assets Under Management

3

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Robert McLean’s Registration & Firm History

TN

07/08/2022 - Present

HHM Wealth Advisors, LLC (CHATTANOOGA TN)

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Licenses & Designations

IA

Issued 07/08/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert James McLean.
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