Charles Logan Mclean

Current Employers

Charles Mclean Capital Management

Mckinney, TX • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2026-05-11
TX	RA	APPROVED	2026-05-08

LA RA
APPROVED

Since 2026-05-11
TX RA
APPROVED

Since 2026-05-08

Branch Locations

Mckinney, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Sigma Financial Corporation	Ann Arbor	MI	04/2009	02/2026
Sigma Planning Corporation	Ann Arbor	MI	04/2009	02/2026
Charles Mclean Capital Management, Llc	Mckinney	TX	02/2026	Present
University Of Texas A&M School Of Law	Arlington	TX	06/2022	05/2024

04/2009 → 02/2026

Sigma Financial Corporation

Ann Arbor, MI
04/2009 → 02/2026

Sigma Planning Corporation

Ann Arbor, MI
02/2026 → Present

Charles Mclean Capital Management, Llc

Mckinney, TX
06/2022 → 05/2024

University Of Texas A&M School Of Law

Arlington, TX

Previous Registrations

2009-04-01 → 2026-02-12

Spc

Shereveport, LA

Ann Arbor, MI

Plano, TX

Mckinney, TX
2004-06-29 → 2009-04-01

Wells Fargo Advisors Financial Network, Llc

Bossier City, LA

Other Businesses

dba - SOUTH TRUST ADVISORS SELLS VARIOUS INSURANCE PRODUCTS THROUGH VARIOUS INSURANCE COMPANIES Author of "Women and Wealth," a guide for women regarding the issues they may face in their investment life cycle. Start date: 10/14/18, approx. 8-10 hrs/mo, none during mkt hrs. INV REL: N

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-12-22
S63	Uniform Securities Agent State Law Examination	2001-03-16

S66 Uniform Combined State Law Examination

2003-12-22
S63 Uniform Securities Agent State Law Examination

2001-03-16

Other Names

Chuck Logan Mclean

View on SEC IAPD