Andrew Lee Mclellan
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Manning Wealth GroupSep 2026 to now
- Moody East Investment PartnersSep 2026 to now
- Raymond James Financial Services Advisors, IncMay 2022 to now
- Pinnacle BankMar 2022 to now
- Pinnacle Financial PartnersMar 2022 to now
- Raymond James Financial Services, Inc.Mar 2022 to now
- Ifs Financial ServicesSep 2019 to Feb 2022
- Touchstone Securities, Inc.Sep 2019 to Feb 2022
- Jackson National Life Distributors, LLCMay 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 6505854
- Firm CRD
- 149018