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Victor James Mcclure

MCCLURE CAPITAL ADVISORS
FRISCO, TX
·CRD# 1882939·31 years experience

Professional Summary

Victor James Mcclure, who also goes by VIctor Mcclure, is a registered financial advisor currently at MCCLURE CAPITAL ADVISORS, INC. located in Frisco, Texas. Victor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Victor has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 24 and Series 53 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Victor Mcclure

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

MCCLURE CAPITAL ADVISORS, INC.·CRD# 159981
RIA
One Cowboys Way Suite 570, Frisco, TX 75034
April 24, 2012 - Present
DILLON - GAGE SECURITIES, INC.·CRD# 10821
RIA
Addison, TX
March 12, 2007 - May 4, 2015
DILLON - GAGE SECURITIES, INC.·CRD# 10821
BD
Addison, TX
December 15, 1994 - January 27, 2016

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Current Firm

MC
MCCLURE CAPITAL ADVISORS, INC.

DILLON GAGE PRIVATE WEALTH MANAGEMENT, INC. | MCCLURE CAPITAL ADVISORS, INC. | GAGE PRIVATE WEALTH MANAGEMENT, INC.

CRD#: 159981
Texas
Registered Investment Advisory firm - Texas (4/24/2012 Approved)

Contact Information

Main Address

One Cowboys Way Suite 570, Frisco, TX 75034

Phone Number

(972) 960-8700

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

81

AUM (Assets Under Management)

$23,459,000

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Licensed insurance agent with McClure Capital, Inc.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Texas
(4/24/2012)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Dec 2006About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1994About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2016About the SIE exam

Series 3 — National Commodity Futures Examination

Passed May 1995About the Series 3 exam

Series 7 — General Securities Representative Examination

Passed Dec 1994About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Apr 1998About the Series 24 exam

Series 53 — Municipal Securities Principal Examination

Passed Jan 1998About the Series 53 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Victor James Mcclure's CRS (Customer Relationship Summary).

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