Rebecca Mcclellan is a registered investment advisor, based in Greenwood Village, CO, with 3 years of industry experience.
Location
6161 S Syracuse Way, Suite 360, Greenwood Village, CO, 80111
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Regulatory History
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 ActivitiesSells Insurance
Rebecca owns rental real estate property and works as a client relationship manager and accountant at Evans Financial Group, dedicating about half her time to the latter. She also helps clients pick health insurance plans on the Colorado exchange, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
Foundations Investment Advisors LLC
State Registrations3 states
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