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Jeffrey Milton Mcclure

ASSUREDPARTNERS INVESTMENT ADVISORS, LLC·LAKE MARY, Florida
Unclaimed Profile
200 COLONIAL CENTER PARKWAY, LAKE MARY, FL 32746CRD# 2978898Firm CRD# 309550
01

About

Jeffrey Milton Mcclure is a registered financial advisor based in LAKE MARY, Florida, affiliated with ASSUREDPARTNERS INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC
ASSUREDPARTNERS INVESTMENT ADVISORS
AUM
$179M
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at ASSUREDPARTNERS INVESTMENT ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: COMPENSATION RELATED TO REFERRALS
Regulatory
SEC/IARD CRD# 2978898
Firm CRD# 309550
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Milton Mcclure offer?
Jeffrey Milton Mcclure specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Jeffrey Milton Mcclure's credentials?
Jeffrey Milton Mcclure is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Milton Mcclure located?
Jeffrey Milton Mcclure is based in LAKE MARY, Florida, working with ASSUREDPARTNERS INVESTMENT ADVISORS, LLC. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Jeffrey Milton Mcclure charge for services?
Jeffrey Milton Mcclure's firm is compensated through percentage of aum, hourly charges, subscription fees, other: compensation related to referrals. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSUREDPARTNERS INVESTMENT ADVISORS, LLC?
ASSUREDPARTNERS INVESTMENT ADVISORS, LLC has approximately 23 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE MARY
William Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLCBarry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Gigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Chad Richmond Justice — COLLABORATIVE WEALTH MANAGEMENT, INC.
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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