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Cole Davis Mcclellan

SCHUBERT & COMPANY, INC.·MCKINNEY, Texas
Series 65Clean record4 years registeredSCHUBERT & COMPANY, INC.
5900 S. LAKE FOREST DRIVE, MCKINNEY, TX 75070CRD# 6610173Firm CRD# 114702

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Cole Davis Mcclellan · MCKINNEY, TX
Registration
CRD #6610173 · SCHUBERT & COMPANY, INC. · 4 years registered
Brand Profile
Not yet started
01

Career History

CORUS FAMILY WEALTH ADVISORS, INC.
Sep 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · September 10, 2021
Years registered · 4
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHUBERT & COMPANY, INC.
CRD 114702 · SEC 801-118534
AUM
$403M
Regulatory assets under management
Employees
8
603 client accounts
Services offered by SCHUBERT & COMPANY, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SCHUBERT & COMPANY, INC. →
Introduction

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05

Frequently Asked Questions

What services does Cole Davis Mcclellan offer?
Cole Davis Mcclellan specializes in Financial Planning, Investment Management. Contact their office in MCKINNEY, Texas for a consultation.
What are Cole Davis Mcclellan's credentials?
Cole Davis Mcclellan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cole Davis Mcclellan located?
Cole Davis Mcclellan is based in MCKINNEY, Texas, working with SCHUBERT & COMPANY, INC.. Their office serves clients in the MCKINNEY metropolitan area and surrounding communities.
How does Cole Davis Mcclellan charge for services?
Cole Davis Mcclellan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHUBERT & COMPANY, INC.?
SCHUBERT & COMPANY, INC. has approximately 8 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHUBERT & COMPANY, INC.

Kevin Alan Nelson
MCKINNEY, TX
Kelley Joe Schubert
MCKINNEY, TX

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