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JM

John M. Mcclure

PROFITSCORE CAPITAL MANAGEMENT
EAGLE, ID
·CRD# 4519008·17 years experience

Professional Summary

John M. Mcclure is a registered financial advisor currently at PROFITSCORE CAPITAL MANAGEMENT, INC. located in Eagle, Idaho. John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. John has worked at 1 firm and has passed the Series 65 and Series 3 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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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

17 years in the financial services industry

Current & Past Employments

PROFITSCORE CAPITAL MANAGEMENT, INC.·CRD# 119210
RIA
1028 S Bridgeway Pl Suite 120, Eagle, ID 83616
February 26, 2024 - Present
PROFITSCORE CAPITAL MANAGEMENT, INC.·CRD# 119210
RIA
Eagle, ID
May 21, 2009 - January 11, 2024

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Current Firm

PC
PROFITSCORE CAPITAL MANAGEMENT, INC.

ADVANCED FINANCIAL SERVICES | PROFITSCORE CAPITAL MANAGEMENT, INC.

CRD#: 119210 / SEC#: 801-70342
RIA
Registered Investment Advisory firm - SEC (1/11/2024 Terminated)
Idaho
Registered Investment Advisory firm - Idaho (2/22/2024 Approved)
Oregon
Registered Investment Advisory firm - Oregon (7/1/2009 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1028 S Bridgeway Pl Suite 120, Eagle, ID 83616

Phone Number

(208) 472-8849

# of Employees

5

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

20

AUM (Assets Under Management)

$50,900,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

SINCE JUNE, 2001, I AM THE PRESIDENT OF EQUITREND, INC., A SUBSCRIPTION BASED INVESTMENT ORIENTED NEWSLETTER LOCATED AT 439 E. SHORE DRIVE, SUITE 200, EAGLE, ID 83616. I SPEND APPROXIMATELY 20 HOURS PER MONTH WRITING THE WEEKLY NEWSLETTER; NONE OF THE HOURS ARE DURING SECURIY TRADING HOURS.

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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
Idaho
(2/26/2024)

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 Jun 2009About the Series 65 exam

Series 3 — National Commodity Futures Examination

Passed Jun 2015About the Series 3 exam

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CRS (Client Relationship Summary) - RIA

Click below to view John M. Mcclure's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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