Alana
Light
Mclean Asset Management Corp
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About this Advisor
Alana Light is a certified financial planner who works out of Vienna, Virginia who has 5 years of relevant experience. Light is on the advisory team at Mclean Asset Management Corp. Over the course of their career, they have held roles at First Command Financial Planning, Woodbury Financial Serv. Inc, N/A, Nationwide/Griffin-Owens, Nsllc/Nationwide Securities, Strategic Financial Associates, Inc, Nylife Securities, Eagle, Strategic Financial Associates, Eagle Strategies LLC, Mclean Asset Management Corporation and First Command. Light has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas and Virginia. Mclean Asset Management Corp is a registered investment business operating out of Vienna, VA. It has offices in six locations and a total of 26 advisors. It has $884 million in assets under management among its 2,057 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm provides financial advice to four charities and foundations. Of its 2,057 client accounts, 48% are associated with high-net-worth investors who have more than $1 million in assets available to invest. The firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advice typically depend on which services are offered. Fees billed by Mclean Asset Management Corp most likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mclean Asset Management Corp Brokerage Details
$883,990,338
26
2,057
$429,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Alana Light Work History
Alana has been registered as a financial advisor for 5 years.*
Mclean Asset Management Corporation
Eagle Strategies LLC
Strategic Financial Associates, Inc
Nylife Securities, Eagle, Strategic Financial Associates
N/A
Nationwide/Griffin-Owens
Nsllc/Nationwide Securities
Woodbury Financial Serv. Inc
N/A
First Command Financial Planning
First Command
*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 Alana Light 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 Mclean Asset Management Corp
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Vienna, VA
Hooksett, NH
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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