Capitol Securities Management
44yrs
Top advisor by experience in Anderson
29yrs
David McClain is a fiduciary financial advisor in Anderson, South Carolina, with 29 years in the industry. David joined Edward Jones in 2017, after a year at Raymond James Financial Services and less than a year at LPL Financial. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 59 advisors with offices in Anderson, and one of 56 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 6% by experience at Edward Jones
Office210 N Main St, Anderson, SC 29621
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?1 state
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowEdward JonesCurrent firm
- Feb 2005 – Jun 2006Raymond James Financial Services, Inc.Previously
- Aug 2004 – Jan 2005LPL Financial LLCPreviously
Questions to ask David
Tailored to David’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About David
How do I contact David?
Call Edward Jones at 314-515-2000 and ask for David McClain. David works from the Anderson, SC office.
How long has David been a financial advisor?
David has been in the industry since 1997, about 29 years. Top 6% by experience at Edward Jones.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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