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Brett Mcclaran
27 Years of Experience
Texarkana, TX
1 DisclosureBroker
Brett Mcclaran is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Texarkana, TX, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
3415 Texas Boulevard, Texarkana, TX, 75503
Get directionsHistory
Regulatory History (1)
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Customer Dispute
April 2009Denied
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2018 - Present · 8 yrs 1 mo
Raymond James Financial Services, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
November 2011 - April 2018 · 6 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
November 2011 - April 2018 · 6 yrs 5 mos
Edward Jones
March 2007 - November 2011 · 4 yrs 8 mos
Edward JonesBroker
November 1998 - November 2011 · 13 yrs
State Registrations12 states
ALARAZCAFLGAINLANCOKTXVA
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.