Allan Thomas Mclean
Professional Summary
Allan Thomas Mclean is a registered financial advisor currently at LYNCH & ASSOCIATES located in Boston, Massachusetts. Allan is registered as a RR (Registered Representative) and started their career in finance in 1970. Allan has worked at 8 firms and has passed the Series 63, Series 7TO, SIE and Series 1 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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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 on record.
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Years of Experience
56 years in the financial services industry
Current & Past Employments
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Current Firm
LYNCH & ASSOCIATES | WJ LYNCH INVESTOR SERVICES, LLC | WJ LYNCH INVESTOR SERVICES LLC
Contact Information
Main Address
535 Boylston St. Floor T2, Boston, MA 02116Mailing Address
535 Boylston St. Suite T2, Boston, MA 02116Phone Number
(617) 247-7000Established
Delaware since 02/06/2006Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
Small# of Employees
10FINRA licenses (24 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(12/11/2006)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Oct 1970SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Allan Thomas Mclean's CRS (Customer Relationship Summary).
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