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Sheila K. Mcclure

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CRD#: 2083666
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Sheila Kelly Mcclure, who also goes by Sheila Eckert, Sheila K Mcclure, Sheila Kelly Saunders, was a registered financial professional .

Sheila is a previously registered financial professional and started their career in finance in 1992. Sheila had worked at 2 firms and has passed the Series 63 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Sheila Eckert | Sheila K Mcclure | Sheila Kelly Saunders

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 3, 2010 - September 15, 2025

MCCLURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 121205
GLENDORA, CA
Past

August 5, 2002 - December 31, 2009

MCCLURE INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 121205
GLENDORA, CA
Past

August 10, 1992 - July 20, 1995

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/18/1992
Uniform Securities Agent State Law Examination
General Industry/Product Exam

Current Firm


MI
MCCLURE INVESTMENT MANAGEMENT, LLC
LIVE OAK INVESTMENT MANAGEMENT, LLC | MCCLURE INVESTMENT MANAGEMENT, LLC

CRD#: 121205 / SEC#:

California
Registered Investment Advisory firm - (4/23/2001 Approved)
Texas
Registered Investment Advisory firm - (6/29/2017 Conditional Restricted)
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Contact information


Main Address
Glendora, CA
Mailing Address
Phone number
(626) 914-2226
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts167
AUM (Assets Under Management)$ 63,916,442

Red Flags


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.

Company Information


MCCLURE INVESTMENT MANAGEMENT, LLC

CRD#: 121205

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