Mcloud Advisory Services LLC

Mcloud Advisory Services LLC (CRD# 309660) is a financial advisory firm headquartered in , . They manage $7,000,000 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $280,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Mcloud Advisory Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey McLoud, financial advisor Shawnee OK
Jeffrey McLoud
CRD#: 5663994
Shawnee, OK

Jeffrey McLoud (CRD# 5663994) is an Investment Advisor Representative working at Mcloud Advisory Services LLC in Shawnee, OK and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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