James G. Mcclellan

JAMES G. MCCLELLAN CPA

SUGAR LAND, TX 77478-3294

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CRD#: 2835069

Professional summary

James Gilbert Mcclellan, CFP®, who also goes by James Mcclellan, is a registered financial advisor currently at JAMES G. MCCLELLAN CPA located in Sugar Land, Texas.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. James has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

James Mcclellan

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.

JAMES G MCCLELLAN CPA THE BUSINESS IS INVESTMENT RELATED 12926 DAIRY ASHFORD #100, SUGAR LAND, TX 77478 PROFESSIONAL ACCOUNTING AND TAX CERTIFIED PUBLIC ACCOUNTING FIRM TITLE: CPA OWNER START DATE: 1983 APPROX HOURS/MONTH: 200 HOURS DUTIES: ACCOUNTING AND TAX SERVICES DEVOTED TO BUSINESS DURING ALL SECURITIES TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Gilbert Mcclellan's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1992

Experience

Current

February 25, 2014 - Present

JAMES G. MCCLELLAN CPA

Office #1: 12926 Dairy Ashford Rd Suite 100, Sugar Land, TX 77478-3294

RIA

CRD#: 114230

SUGAR LAND, TX

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.

Highlighted states indicate IAR registrations

IAR

Texas
(2/25/2014)

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

State Security Law Exam

IAR

Series 65

Date: 12/5/1996

Uniform Investment Adviser Law Examination

Current Firm

JAMES G. MCCLELLAN CPA

JAMES G. MCCLELLAN | JAMES GILBERT MCCLELLAN | JAMES G. MCCLELLAN CPA

CRD#: 114230 / SEC#:

Texas

Registered Investment Advisory firm - (5/1/1997 Approved)

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Contact information

Main Address

12926 Dairy Ashford Rd Suite 100, Sugar Land, TX 77478-3294

Mailing Address

Phone number

(281) 240-0330

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 32,173,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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James G. Mcclellan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Gilbert Mcclellan's CRS (Customer Relationship Summary).

Certified licenses

Experience

JAMES G. MCCLELLAN CPA

State Registrations and Notice Filings

Exams

Series 65

Date: 12/5/1996

Current Firm

JAMES G. MCCLELLAN CPA

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JAMES G. MCCLELLAN CPA

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