Edwin Mcclure
Edwin Mcclure is a registered investment advisor at Independent Financial Group, LLC, based in Carlsbad, CA, with 31 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
701 Palomar Airport Road, Suite 125, Carlsbad, CA, 92011
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Regulatory History (1)
Employment Separation After Allegations
July 2015Other Business ActivitiesSells Insurance
Edwin is a licensed insurance agent selling life, health, universal life, disability insurance, and LTC since 2013, dedicating a few hours per week. He also owns rental property, a DBA for marketing purposes (McClure Wealth Management), and Project Blu, Inc., spending nearly full-time on the DBA and about 10-20% of his time on Project Blu, Inc.
Employment History
Current Registrations
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Wfp SecuritiesBroker
Olde Discount CorporationBroker
Wells Fargo Securities INC.Broker
Smith Barney INC.Broker
State Registrations15 states
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.