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Brette Maclean

17 Years of Experience
Indian Wells, CA
BrokerSells Insurance

Brette Maclean is a registered investment advisor, based in Indian Wells, CA, with 17 years of industry experience.

Location

74900 Us Highway 111, Ste 224, Indian Wells, CA, 92210

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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

Brette is an investment advisor, owner, and VP at Maclean Capital Advisors LLC, dedicating full-time hours to providing investment advice. Brette also engages in independent insurance sales for various carriers.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2011 - Present · 14 yrs 9 mos
Maclean Capital Advisors, LLC
May 2011 - Present · 14 yrs 11 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
May 2009 - July 2011 · 2 yrs 2 mos
Cambridge Investment Research, INC.Broker
May 2009 - July 2011 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2008 - February 2009 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2008 - February 2009 · 11 mos
State Registrations6 states
AZCACOIDMNWA
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.