Robert
Mclean
Hhm Wealth Advisors, LLC
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About this Advisor
Robert Mclean is a financial advisor working out of Chattanooga, Tennessee with 1 year of relevant experience. Mclean is an employee of Hhm Wealth Advisors, LLC. The advisor has gained experience at Hhm Wealth Advisors, LLC, University Of Tennessee Chattanooga, Clemson University and Georgia Southern University. Mclean has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Tennessee. Hhm Wealth Advisors, LLC is an advisory company operating out of Chattanooga, TN. It controls $918 million in assets across its 2,615 accounts, making it one of the larger financial advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 2,615 customer accounts, 28% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Hhm Wealth Advisors, LLC performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors usually depend on which service is provided. However, fees billed by Hhm Wealth Advisors, LLC likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hhm Wealth Advisors, LLC Brokerage Details
$918,307,608
16
2,615
$351,169
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Robert Mclean Work History
Robert has been registered as a financial advisor for 1 years.*
Hhm Wealth Advisors, LLC
University Of Tennessee Chattanooga
Clemson University
Georgia Southern University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Mclean 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 Hhm Wealth Advisors, LLC
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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