Gregory A. Mcclain

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CRD#: 4941529

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.

Gregory Adam Mcclain was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 2005. Gregory had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

APPLICANT IS AN ADVISORY BOARD MEMBER WITH OAKWORTH CAPITAL BANK; NOT INVESTMENT RELATED; 2100 SOUTHBRIDGE PKWY, BIRMINGHAM, AL 35209; OAKWORTH CAPTIAL BANK IS A FULL SERVICE COMMUNITY BANK; APPLICANT START DATE 1/2017; 1 HOUR PER MONTH; 0 HOURS DURING TRADING

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

July 7, 2010 - November 28, 2022

VULCAN VALUE PARTNERS LLC

RIA

CRD#: 151190

BIRMINGHAM, AL

Past

January 28, 2010 - December 31, 2019

ALPS DISTRIBUTORS, INC.

CRD#: 16853

BIRMINGHAM, AL

Past

July 14, 2005 - September 10, 2009

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

MEMPHIS, TN

Past

June 22, 2005 - September 10, 2009

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

MEMPHIS, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VULCAN VALUE PARTNERS LLC

CRD#: 151190 / SEC#: 801-70739

RIA

Registered Investment Advisory firm - (11/5/2009 Approved)

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.

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 66

Date: 7/13/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/21/2005

General Securities Representative Examination

Current Firm

VULCAN VALUE PARTNERS LLC

CRD#: 151190 / SEC#: 801-70739

RIA

Registered Investment Advisory firm - (11/5/2009 Approved)

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Contact information

Main Address

Three Protective Center 2801 Highway 280 South, Ste 300, Birmingham, AL 35223

Mailing Address

Phone number

(205) 803-1582

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

VULCAN VALUE PARTNERS ADV PART 2A (7/28/2025)

VULCAN VALUE PARTNERS ADV PART 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	312
AUM (Assets Under Management)	$ 6,922,012,634

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.

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Gregory A. Mcclain

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

VULCAN VALUE PARTNERS LLC

ALPS DISTRIBUTORS, INC.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

VULCAN VALUE PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/13/2005

SIE

Date: 10/1/2018

Series 7

Date: 6/21/2005

Current Firm

VULCAN VALUE PARTNERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VULCAN VALUE PARTNERS LLC

TRUST BUT VERIFY

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