Brian Patrick Maclean

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/1991 → Present
  Ifs Financial Corporation
  Bowie, MD
• 09/1991 → Present
  Ifs Investors Services
  Bowie, MD
• 08/2010 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 1992-01-01 → 2010-10-01
  Ifs Investors Services Inc
  Bowie, MD
• 1992-01-01 → 2002-12-31
  Ifs Investors Services Inc
  Bowie, MD

Other Businesses

1. FIXED INSURANCE SALES AT BRANCH LOCATION, INVESTMENT RELATED. 2. ENROLLED AGENT PROVIDING TAX AND ACCOUNTING SERVICES AT BRANCH LOCATION, NOT INVESTMENT RELATED. 3. BMAC PROPERTIES, LLC - SOLE MEMBER OF ENTITY CREATED TO OWN BRANCH OFFICE SUITE, NOT INVESTMENT RELATED. 4. IFS FINANCIAL CORPORATION - PRESIDENT AND SOLE OWNER OF ENTITY CREATED FOR INSURANCE AND TAX BUSINESS, NOT INVESTMENT RELATED. 5. IFS FINANCIAL CORPORATION - PROVIDING PRACTICE MANAGEMENT CONSULTING TO OTHER BUSINESSES; NON-INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-05-11

Designations

• Certified Financial Planner