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Eric Jason Mcclain

APPROACH RETIREMENT ADVISORS, LLC·VESTAVIA, Alabama
Clean record16 years registeredAPPROACH RETIREMENT ADVISORS, LLC
3928 CYPRESS DRIVE, VESTAVIA, AL 35243CRD# 5500918Firm CRD# 166221

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Jason Mcclain · VESTAVIA, AL
Registration
CRD #5500918 · APPROACH RETIREMENT ADVISORS, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

APPROACH RETIREMENT ADVISORS, LLC
Jan 2013 – present
WESBAN FINANCIAL CONSULTANTS, P.C.
Feb 2010 – Aug 2013
BIRMINGHAM, AL
02

Registrations & Exams

Registration record
First registered · February 9, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
APPROACH RETIREMENT ADVISORS, LLC
CRD 166221 · SEC 801-121714
AUM
$174M
Regulatory assets under management
Employees
2
479 client accounts
Services offered by APPROACH RETIREMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at APPROACH RETIREMENT ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Eric Jason Mcclain offer?
Eric Jason Mcclain specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VESTAVIA, Alabama for a consultation.
What are Eric Jason Mcclain's credentials?
Eric Jason Mcclain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Jason Mcclain located?
Eric Jason Mcclain is based in VESTAVIA, Alabama, working with APPROACH RETIREMENT ADVISORS, LLC. Their office serves clients in the VESTAVIA metropolitan area and surrounding communities.
How does Eric Jason Mcclain charge for services?
Eric Jason Mcclain's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APPROACH RETIREMENT ADVISORS, LLC?
APPROACH RETIREMENT ADVISORS, LLC has approximately 2 employees and manages $174M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at APPROACH RETIREMENT ADVISORS, LLC

Phillip Brittain Walker
VESTAVIA, AL

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Nearby cities in Alabama
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Research
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