Jim Mclean, CFP®

VP - Branch Manager

+1 205-968-6941

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 9, 10, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

11 years of professional experience

  • VP - Branch Manager, Charles Schwab, 2022-present
  • VP-Assistant Branch Manager, Charles Schwab, 2021-2022
  • VP - Financial Consultantant, Charles Schwab, 2018-2021
  • Associate, Financial Consultant, Charles Schwab, 2015-2018
  • Investment Consultant, Scottrade, 2011-2015

Education

  • Financial Planning Certificate, Bryant University
  • BA, Business Administration, Troy University

Personal interests and affiliations

  • Certified Financial Planner Board of Standards
  • The Mast Cell Disease Society

Standard mailing address:

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

Additional branches

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