AM
CFP
AM
CFP

Angela Mae Mcclain

17 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
1,885 clients
Average Client Portfolio
$845K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
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Location

5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Guidestone Financial ServicesBroker
February 2010 - Present · 16 yrs
Guidestone Advisors
February 2010 - Present · 16 yrs
Previous Registrations
Pfpc Distributors, INC.Broker
February 2007 - December 2008 · 1 yr 10 mos
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.