Eric
Mcclain
Approach Retirement Advisors, LLC
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About this Advisor
Eric Mcclain is a financial advisor based in Birmingham, Alabama, working with Approach Retirement Advisors, LLC. Eric has previously held a position at Mcclain Lovejoy Financial Planning and is registered to provide services in Alabama, Georgia, and Texas. Currently, Eric is part of Approach Retirement Advisors, LLC, which operates out of Birmingham, Alabama. The firm has 2 offices and 2 employees. The firm manages assets totaling $173.6 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Approach Retirement Advisors, LLC includes asset-based and hourly fees.
Certifications and Registrations
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Fee Structure
Office Location
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Approach Retirement Advisors, LLC Brokerage Details
$173,598,369
2
479
$362,418
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Eric Mcclain Work History
Mcclain Lovejoy Financial Planning
Disclosures
Please visit the SEC profile of Eric Mcclain to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Approach Retirement Advisors, LLC
Birmingham, AL
Birmingham, AL
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