Trustee · Reicon Wealth Advisors, LLC
Lorraine O. McClain
CRD 4511464 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Reicon Wealth Advisors, LLC, an SEC-registered wealth manager based in Atlanta, GA with $220 million in regulatory assets, lists Lorraine O. McClain on its Form ADV as Trustee, a control person. The SEC filings also name Lorraine at 1 other registered adviser.
Firms and roles
- Reicon Wealth Advisors, LLCTrusteeWealth manager · Atlanta, GA · $220M in regulatory assets
- Maven Capital Partners, LLCTrusteeWealth manager · Atlanta, GA · $153M in regulatory assets
AtlasMembers
Lorraine’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Reid T. FunstonManaging Partner, Chief Compliance Officer, Reicon Wealth Advisors, LLC
- Theodore J. DaviesManaging Partner, Reicon Wealth Advisors, LLC
- Stephanie B. DouglassManaging Director, Chief Operating Officer, Reicon Wealth Advisors, LLC
- Gregory S. CohnManaging Partner, Maven Capital Partners, LLC
- Steven L. ShoresOwner, Maven Capital Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lorraine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.