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Jeffrey Lee Mcclarren

MCCLARREN FINANCIAL ADVISORS, INC.·STATE COLLEGE, Pennsylvania
Unclaimed Profile
1364 SOUTH ATHERTON STREET, STATE COLLEGE, PA 16801CRD# 3213838Firm CRD# 122147
01

About

Jeffrey Lee Mcclarren is a registered financial advisor based in STATE COLLEGE, Pennsylvania, affiliated with MCCLARREN FINANCIAL ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MCCLARREN FINANCIAL ADVISORS, INC.
MCCLARREN FINANCIAL ADVISORS
AUM
$342M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at MCCLARREN FINANCIAL ADVISORS, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3213838
Firm CRD# 122147
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Lee Mcclarren offer?
Jeffrey Lee Mcclarren specializes in Financial Planning, Investment Management. Contact their office in STATE COLLEGE, Pennsylvania for a consultation.
What are Jeffrey Lee Mcclarren's credentials?
Jeffrey Lee Mcclarren is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Lee Mcclarren located?
Jeffrey Lee Mcclarren is based in STATE COLLEGE, Pennsylvania, working with MCCLARREN FINANCIAL ADVISORS, INC.. Their office serves clients in the STATE COLLEGE metropolitan area and surrounding communities.
How does Jeffrey Lee Mcclarren charge for services?
Jeffrey Lee Mcclarren's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MCCLARREN FINANCIAL ADVISORS, INC.?
MCCLARREN FINANCIAL ADVISORS, INC. has approximately 9 employees and manages $342M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STATE COLLEGE
Jamie Lee Felker — ABUNDANCE WEALTH COUNSELORS, LLCCheryl Lynn Bartram — ABUNDANCE WEALTH COUNSELORS, LLCJohn James Schaffer — ABUNDANCE WEALTH COUNSELORS, LLCDavin Andrew Gibbins — ARIS WEALTH SERVICES INCRichard Frank Defluri — ABUNDANCE WEALTH COUNSELORS, LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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