Derek McLean Email & Phone Number
Registered Representative
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Derek McLean Location
- Orange, CA, US
Derek McLean Work
- Registered Representative @ First Allied Securities (June 2007 - Present)
- Investment Advisor Representative @ First Allied Advisory Services, Inc. (June 2007 - Present)
- Registered Principal @ First Financial Planners, Inc. (January 1990 - January 2007)
Derek McLean Education
- Mt. San Antonio College
Business Mangement
1980-1982 - San Dimas
Derek McLean Skills
- 401k Rollovers
- Alternative Investments
- Asset Allocation
- Asset Managment
- Estate Planning
- FINRA
- IRAs
- Insurance
- Investment Advisory
- Investments
- Portfolio Management
- Retirement Planning
- Securities
- Series 7
- Strategic Financial Planning
Derek McLean Summary
- Derek McLean, based in Orange, CA, US, is currently a Registered Representative at First Allied Securities. Derek McLean brings experience from previous roles at First Allied Advisory Services, Inc. and First Financial Planners, Inc.. Derek McLean holds a 1980 - 1982 Business Mangement @ Mt. San Antonio College. With a robust skill set that includes 401k Rollovers, Alternative Investments, Asset Allocation, Asset Managment, Estate Planning and more. Derek McLean has 1 emails and 2 mobile phone numbers on RocketReach.
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