AM
AM

Andrew Mclellan

9 Years of Experience
Nashville, TN
Broker

Andrew Mclellan is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Nashville, TN, with 9 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

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

4328 Harding Pike, Nashville, TN, 37205

Get directions

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.

Learn about disclosures →
Other Business Activities

Andrew is an associate/employee at Burton Hills Investment Partners and Pinnacle Bank. He also serves as a board member and finance/investment committee member for TennGreen, a non-profit organization, dedicating minimal time to this role.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Touchstone Securities, INC.Broker
September 2019 - March 2022 · 2 yrs 6 mos
Jackson National Life Distributors LLCBroker
June 2016 - September 2019 · 3 yrs 3 mos
State Registrations22 states
ALAZCACOFLGAHIIDILKYLAMAMSNCNENJNVORTNTXVAWI
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.
Andrew Mclellan - Financial Advisor | TrueAdvisor