Jeffrey W. Mcclure
Professional summary
Jeffrey William Mcclure, CFP® is a registered financial advisor currently at THE PERSONAL WEALTH COACH located in Salado, Texas.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Jeffrey has worked at 4 firms and has passed the Series 63, Series 7, Series 6, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey William Mcclure's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1994
Experience
July 30, 2007 - Present
THE PERSONAL WEALTH COACH
Office #1: 918 North Main Street, Salado, TX 76571October 23, 2006 - January 28, 2010
NEXT FINANCIAL GROUP, INC.
October 23, 2006 - April 5, 2013
NEXT FINANCIAL GROUP, INC.
April 1, 1991 - October 30, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
April 1, 1991 - October 30, 2006
TRANSAMERICA FINANCIAL ADVISORS, LLC
February 4, 1983 - April 1, 1991
PW SECURITIES, INC.
Primary Firm SEC Registration
THE PERSONAL WEALTH COACH
CRD#: 144588 / SEC#: 801-68174
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/16/2019)
(10/28/2013)
(7/30/2007)
(10/28/2013)
Exams
Current Firm
THE PERSONAL WEALTH COACH
CRD#: 144588 / SEC#: 801-68174
Contact information
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 823 |
| AUM (Assets Under Management) | $ 200,409,267 |
Red Flags
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Company Information
THE PERSONAL WEALTH COACH
CRD#: 144588Salado, TX 76571TRUST BUT VERIFY
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