Brice McMahon (CRD# 6397229) is an Investment Advisor Representative working at Moors & Cabot, Inc. in Boston, MA and has over 9 years of experience in the finance industry.
CRD# 6371217
Integrated Wealth Concepts LLC
CRD# 2570107
Abrams Financial Management
CRD# 5466021
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Moors & Cabot Inc. | Boston, MA | Aug 2015 - Current | 8 |
| Unemployed | Boston, MA | May 2015 - Aug 2015 | < 1 |
| Axa Advisors LLC | New York, NY | Feb 2015 - May 2015 | < 1 |
| Unemployed | Halfmoon, NY | Sep 2014 - Feb 2015 | < 1 |
| Mohawk Golf Course | Schenectady, NY | May 2013 - Sep 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2015 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2023 |
- CA
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Total Assets Under Management2,492MILLIONS
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Total Number of Accounts4,119ACCOUNTS
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Average Account Value$605,094
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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