Carter Alan Mcclung

Employer firm

Blue Rock Financial Group CRD 298558

$382M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2020 → Present
  Dravo Bay Llc
  Wilmington, DE
• 06/2019 → 08/2019
  Bell Rock Capital
  Rehoboth Beach, DE
• 10/2018 → 02/2019
  University Of Delaware
  Newark, DE
• 06/2018 → 02/2019
  Creative Financial Group
  Montchanin, DE
• 05/2016 → 09/2017
  Sparkling Pool Services
  Newark, DE
• 01/2015 → 12/2019
  University Of Delaware
  Newark, DE

Designations

• Certified Financial Planner