Charles L. Mclean
Professional summary
Charles Logan Mclean, AIF®, who also goes by Chuck Logan Mclean, is a registered financial advisor currently at CHARLES MCLEAN CAPITAL MANAGEMENT located in Mckinney, Texas.
Charles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Charles has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Charles Logan Mclean's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 8, 2026 - Present
CHARLES MCLEAN CAPITAL MANAGEMENT
April 1, 2009 - February 12, 2026
SPC
April 1, 2009 - February 12, 2026
SIGMA FINANCIAL CORPORATION
June 29, 2004 - April 1, 2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
June 25, 2004 - April 1, 2009
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
April 12, 2001 - June 28, 2004
MORGAN KEEGAN & COMPANY, LLC
March 2, 2001 - April 12, 2001
REGIONS INVESTMENT COMPANY, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2026)
(5/8/2026)
Exams
Current Firm
CHARLES MCLEAN CAPITAL MANAGEMENT
CRD#: 336166 / SEC#:
Contact information
Red Flags
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