EM
EM

Edgar Lawrence Mclean

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
6,662 clients
Average Client Portfolio
$288K average
Assets Under Management
$1.9B

Fee Structure

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Location

100 East Town Place, Suite 101, St. Augustine, FL, 32080

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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.

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Other Business ActivitiesSells Insurance

Edgar is the Vice President of Operations at First Financial Education Centers, managing insurance software and education. This takes about 10-20% of his time during trading hours.

Employment History
Current Registrations
The Fiduciary Alliance
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
First Financial Advisors, LLC
July 2009 - March 2021 · 11 yrs 8 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.