Dina Robin Roan
Investment adviser representative at Mcclarren Financial Advisors
11 yearsExperience
1 stateRegistered in
$453MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Mcclarren Financial AdvisorsMar 2024 to now
- UnemployedNov 2023 to Mar 2024
- Mariner Wealth AdvisorsOct 2017 to Nov 2023
- Johnson Brothers AccountingJan 2016 to Aug 2017
- Stay At Home MomSep 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2024
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mcclarren Financial Advisors
Legal name: Mcclarren Financial Advisors, Inc.
$453MAssets managed
267Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3071371
- Firm CRD
- 122147