Andrew McClain, CFP®, CLU®, CWS®, ChFC®

VP - Financial Consultant

+1 770-391-1364

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Life Underwriter®
  • Certified Wealth Strategist®
  • Chartered Financial Consultant®
  • Series 7, 24, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

17 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2020-present
  • Wealth Manager, USAA, 2010-2020
  • Financial Advisor, Ameriprise, 2008-2010
  • Financial Advisor, Edward Jones, 2006-2008

Education

  • BA, Economics, Haverford College

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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