Robert James Mclean
Investment adviser representative at Hhm Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
$1.5BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hhm Wealth Advisors, LLCMay 2022 to now
- University of Tennessee ChattanoogaNov 2016 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (TN).
Hhm Wealth Advisors, LLC
$1.5BAssets managed
1,238Clients
12Advisers
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
- 7589923
- Firm CRD
- 150843