![Tom McLean](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Mr. Tom McLean is Wealth Manager at Accredited Investors, Inc.
Prior to joining Accredited Investors in 2012, Mr. McLean was a Planning Specialist at United Capital Financial Advisers, a Graduate Assistant at Texas Tech University and a Financial Advisor at Chase Investment Services Corp and at Edward Jones.
Mr. McLean received his BS degree from Georgia Southern University and a Master's degree in Personal Financial Planning from Texas Tech University.
He is also a Certified Financial Planner.
Precedenti posizioni note di Tom McLean
| Società | Posizione | Fine |
|---|---|---|
Accredited Investors, Inc.
 Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed. | Analyst-Equity | - |
Formazione di Tom McLean
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
15
Relazioni di 1° grado
3
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 3 |
|---|---|
Georgia Southern University
 Georgia Southern University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Texas Tech University
 Texas Tech University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Accredited Investors, Inc.
Accredited Investors, Inc. Investment ManagersFinance AIWM’s investment philosophy is grounded in long-term, fundamental, valuation-based research. They manage a client’s wealth via diversified allocations of investments tailored to the client’s specific needs. The vast majority of the firm’s assets are held in the form of Exchange-Traded Funds (ETFs) and mutual funds, both actively and passively managed. | Finance |
