Andrew Lachlan Mclean
Investment adviser representative at Charles Schwab & Co., Inc.
13 yearsExperience
2 statesRegistered in
$0Firm assets
39 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.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
13 years in the industry.
- Charles Schwab & Co., Inc.Aug 2022 to now
- Charles Schwab Bank, SsbAug 2022 to now
- Missouri State University Athletic DepartmentJul 2021 to Jun 2022
- Hy-vee GroceriesMay 2020 to Aug 2020
- Missouri State University Career CenterJan 2020 to May 2021
- Missouri State University Athletic DepartmentOct 2018 to May 2021
- Missouri State University ReslifeAug 2018 to May 2019
- N/aAug 2017 to May 2022
- LidsJun 2017 to Oct 2019
- Cosentinos Price ChopperApr 2015 to May 2017
- Blue Springs Baseball LeagueMay 2014 to Aug 2019
- N/aAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IL, MO).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 7611761
- Firm CRD
- 5393