NM
NM

Noreen Mcclure

33 Years of Experience
St. Petersburg, FL
Broker

Noreen Mcclure is a registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

880 Carillon Parkway, St. Petersburg, FL, 33716

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Noreen is acting as Power of Attorney for her mother, assisting with a Medicaid application and working with an elder attorney. This takes a few hours per week and is investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2010 - Present · 15 yrs 8 mos
Raymond James & Associates, INC.Broker
September 2010 - Present · 15 yrs 8 mos
Previous Registrations
Morgan Keegan & Company, INC.
October 2012 - March 2013 · 5 mos
Morgan Keegan & Company, INC.Broker
October 2012 - March 2013 · 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2010 - September 2010 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2009 - September 2010 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1994 - January 2009 · 14 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1989 - November 1989 · 1 mo
Kidder, Peabody & CO. IncorporatedBroker
February 1987 - November 1989 · 2 yrs 9 mos
State Registrations1 state
FL
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Noreen Mcclure - Financial Advisor | TrueAdvisor