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Elizabeth Mclean

11 Years of Experience
Myrtle Beach, SC
1 DisclosureBroker

Elizabeth Mclean is a registered investment advisor at Ameriprise Financial Services, LLC, based in Myrtle Beach, SC, with 11 years of industry experience. Elizabeth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8216 Devon Ct, Myrtle Beach, SC, 29572-4178

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2025
Settled
Other Business Activities

Elizabeth is a co-owner of McLean SRA, LLC, managing an Ameriprise business, and a co-owner of Turo. These activities take a few hours per week.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
February 2025 - Present · 1 yr 8 mos
Ameriprise Financial Services, LLC
February 2025 - Present · 1 yr 8 mos
Ameriprise Financial Services, LLCBroker
February 2025 - Present · 1 yr 8 mos
Previous Registrations
Edward Jones
June 2015 - March 2025 · 9 yrs 9 mos
Edward JonesBroker
March 2015 - March 2025 · 10 yrs
State Registrations8 states
FLNCNYOHPASCTNVA
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.
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