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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McLean is an investment advisor representative with McLean Capital Management. William McLean has been in the financial services industry since 1974. He holds Series 7, 8, 31, 63, and 65 licenses. William McLean's office is in Sarasota, Florida. William McLean has also been registered with Alex. Brown & Sons Incorporated, G.F. Investment Services, LLC, James Baker & Associates, a Limited Partnership, Legg Mason Wood Walker, Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Kidder, Peabody & Co. Incorporated, PaineWebber Incorporated, and Morgan Keegan & Company, Inc. William McLean's specializations include portfolio management for individuals and businesses, as well as financial research. William McLean's firm, McLean Capital Management, is located in Sarasota, Florida.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Research
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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2
FL
10/23/2019 - Present
McLean Capital Management (SARASOTA FL)
GA
03/29/2005 - 02/06/2006
G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)
TN
10/22/1998 - 04/30/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
MD
02/05/1996 - 07/02/1998
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
01/28/1995 - 02/13/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
06/20/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
05/25/1993 - 06/28/1994
ALEX. BROWN & SONS INCORPORATED
OK
08/19/1991 - 05/22/1993
JAMES BAKER & ASSOCIATES, A LIMITED PARTNERSHIP (OKLAHOMA CITY OK)
NY
09/26/1978 - 08/20/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
11/20/1974 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 04/03/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/13/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 11/16/1974
Series 7 - General Securities Representative Examination
Active
Inactive
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