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Cole Davis Mcclellan

SCHUBERT & COMPANY, INC.·MCKINNEY, Texas
Clean recordSCHUBERT & 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Cole Davis Mcclellan is a registered financial advisor based in MCKINNEY, Texas, affiliated with SCHUBERT & COMPANY, 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
Introduction

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03

Firm Overview

Firm
SCHUBERT & COMPANY, INC.
SCHUBERT & COMPANY, INC.
AUM
$403M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SCHUBERT & COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6610173
Firm CRD# 114702
View on FINRA BrokerCheck →

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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.

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

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