Financial Advice

Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year.

Alex and Ryan continue to discuss McLean’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and to existing clients at least once a year.

In today’s episode, Alex and Ryan discuss McLean Asset Management’s ADV Part 2. It is the SEC-mandated document that an advisor provides to prospects and existing clients at least once

In this episode, we begin our arc on becoming an informed consumer of Financial Advice. Alex brings in Ryan Walter, our actual Compliance Attorney for McLean Asset Management and Retirement