Donald Brian Mcclellan

Employer firm

Covenant Investment Solutions L.l.c. CRD 294629

$9.02M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 01/2018
  Pruco Securities Llc
  Greensboro, NC
• 02/2018 → Present
  Covenant Investment Solutions L.L.C.
  Highlands, NC

Previous Registrations

• 2015-04-29 → 2018-01-25
  Pruco Securities, Llc.
  Greensboro, NC
  Charlotte, NC
  Highlands, NC
• 2012-07-27 → 2015-05-01
  Lpl Financial Llc
  Highlands, NC
  Highlands, NC
  Brevard, NC
• 2007-01-19 → 2012-07-16
  Edward Jones
  Highlands, NC

Other Businesses

1. DONALD B MCCLELLAN~18 MOUNT LORI DRIVE, HIGHLANDS, NC 28741~POA~N~POA FOR ELIZABETH G MCCLELLAN/RELATION(MOTHER)~01/01/2015~1 HRS/MO~0 TRADING HRS/MO. 2. HIGHLANDS HISTORICAL SOCIETY~520 NORTH 4TH STREET, HIGHLANDS, NC 28741~BOARD MEMBER~N~BOARD MEMBER/PRES/NO ACCESS TO FINANCIAL FUNDS~05/01/2011~5 HRS/MO~0 TRADING HRS/MO|ROTARY CLUB OF HIGHLANDS~PO BOX 1741, HIGHLANDS, NC 28741~MEMBER~N~MEMBER~08/01/2004~10 HRS/MO~4 TRADING HRS/MO 3. 348 SOUTH FIFTH STREET, SUITE 218, HIGHLANDS, NC 28741, INSURANCE SALES, INVESTMENT RELATED, INDEPENDENT INSURANCE AGENT, 01/2017 TO PRESENT, 0HRS/MO,and 0/HRS DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2007-01-06
• S63 Uniform Securities Agent State Law Examination
  2000-02-02

Other Names

• Brian Mcclellan