Andrea Turner Mcclelland
Investment adviser representative at Aegis Wealth
24 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$744.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Aegis Wealth Management, LLCApr 2022 to now
- Aegis WealthJan 2019 to now
- Self-employedSep 2002 to Dec 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Aegis Wealth
Legal name: Aegis Wealth Management LLC
$744.1MAssets managed
123Clients
5Advisers
21 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
- 7545055
- Firm CRD
- 134429