Broker Check
Carl McClurg Jr, AIF® (Series, 6, 63, 65)

Carl McClurg Jr, AIF® (Series, 6, 63, 65)

Founder and Independent Wealth Manager

Founder and Independent Wealth Manger, Carl McClurg Jr, an Accredited Investment Fiduciary - utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives. He strongly believes this can only be achieved by first getting to know each client on a personal level and fulfilling his duty as a fiduciary. His individualized approach can be summed up by the following sentiment: “It is truly a blessing to help clients with their financial concerns while making new friends in the process.” Carl is also a speaker with SOFA (The Society for Financial Awareness)