Rebecca Lyn Mcclellan

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2022 → 06/2023
  Foundations Investment Advisors, Llc
  Grand Junction, CO
• 12/2015 → 05/2023
  Relay Network
  Wayne, PA
• 07/2023 → 09/2023
  Lpl Financial
  Fort Washington, PA
• 11/2023 → Present
  Raymond James Financial Services, Inc.
  Greenwood Village, CO
• 11/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Greenwood Village, CO

Previous Registrations

• 2022-05-09 → 2023-06-23
  Foundations Investment Advisors Llc
  Phoenix, AZ
  Grand Junction, CO

Other Businesses

(1)Name of Business: Address: 10990 E Maplewood Dr, Englewood, CO, 80111, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 09/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Maintain 1 single family home for rent, including details associated with leasing, rent collection, and maintenance. (2)Name of Business: Evans Financial Group Address: 6161 S Syracuse Way Ste 360, Greenwood Village, CO, 80111-4773, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 11/06/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Client Relationship Manager (3)Name of Business: Evans Financial Group Tax and Health Services Address: 6161 S Syracuse Way Ste 360, Greenwood Village, CO, 80111-4773, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 11/08/2023 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be helping clients pick and apply to the proper health insurance on the Colorado exchange for their situation.

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-11-20
• S65 Uniform Investment Adviser Law Examination
  2022-03-10

Other Names

• Rebecca Mcclellan
• Rebecca Wysong
• Rebecca Lyn Mccellan