Unclaimed
Russell McClain is an investment advisor representative at TIAA-CREF Individual & Institutional Services, LLC. Russell has been in the financial industry for over 9 years, previously working with WELLS FARGO ADVISORS, LLC. Russell is licensed to provide investment advice in North Carolina. Russell is currently registered with FINRA and TIAA-CREF Individual & Institutional Services, LLC.
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.
Compensation from affiliates
1
2
NC
09/09/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
NC
05/05/2014 - 02/26/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
BC
Issued 05/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Russell McClain is the right advisor for you? Invested Better is here to help.