Cole
Mcclellan
Schubert & Company, Inc
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About this Advisor
Cole Mcclellan is a financial advisor based in Mckinney, Texas, working with Schubert & Company, Inc. Cole has previously held positions at Schubert & Company, Inc, Pwc, Abilene Christian University, Unemployed Studying For Cpa, Club Corporation, Parkway Advisors, Lp, and Abilene Christian University Student Association. Cole has passed the Series 65 regulatory exam and is registered to provide services in Louisiana and Texas. Currently, Cole is part of Schubert & Company, Inc, which operates out of Mckinney, Texas. The firm has 8 employees and manages assets totaling $403.5 million. The firm 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 other services. The fee structure at Schubert & Company, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Fee Structure
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Schubert & Company, Inc Brokerage Details
$403,452,921
8
603
$669,076
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Cole Mcclellan Work History
Schubert & Company, Inc
Schubert & Company, Inc
Pwc
Unemployed Studying For Cpa
Abilene Christian University
Parkway Advisors, Lp
Club Corporation
Abilene Christian University Student Association
Abilene Christian University
Disclosures
Please visit the SEC profile of Cole Mcclellan 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 Schubert & Company, Inc
Mckinney, TX
Mckinney, TX
Mckinney, TX
Mckinney, TX
Mckinney, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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