Unclaimed Profile

David Cotten Mcclellan

FORUM FINANCIAL MANAGEMENT, LP·LOMBARD, Illinois

Series 65Clean record10 years registeredFORUM FINANCIAL MANAGEMENT, LP

1900 SOUTH HIGHLAND AVENUE, LOMBARD, IL 60148CRD# 4352059Firm CRD# 145706

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Cotten Mcclellan · LOMBARD, IL

Registration

CRD #4352059 · FORUM FINANCIAL MANAGEMENT, LP · 10 years registered

Brand Profile

Not yet started

Career History

FORUM FINANCIAL MANAGEMENT, LP

Aug 2015 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · August 27, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FORUM FINANCIAL MANAGEMENT, LP

CRD 145706 · SEC 801-69970

AUM

$8.5B

Regulatory assets under management

Employees

145

21,698 client accounts

Services offered by FORUM FINANCIAL MANAGEMENT, LP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FORUM FINANCIAL MANAGEMENT, LP →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOMBARD?

Browse all registered financial advisors in LOMBARD, Illinois or claim this profile if it's yours.

Browse LOMBARD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does David Cotten Mcclellan offer?

David Cotten Mcclellan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LOMBARD, Illinois for a consultation.

What are David Cotten Mcclellan's credentials?

David Cotten Mcclellan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Cotten Mcclellan located?

David Cotten Mcclellan is based in LOMBARD, Illinois, working with FORUM FINANCIAL MANAGEMENT, LP. Their office serves clients in the LOMBARD metropolitan area and surrounding communities.

How does David Cotten Mcclellan charge for services?

David Cotten Mcclellan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FORUM FINANCIAL MANAGEMENT, LP?

FORUM FINANCIAL MANAGEMENT, LP has approximately 145 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →