David McBee, financial advisor Dallas TX

David McBee

CRD Number: 3086398
Current Firm: Concurrent Investment Advisors, LLC

David McBee (CRD# 3086398) is an Investment Advisor Representative working at Concurrent Investment Advisors, LLC in Dallas, TX and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Apr 2023 - Current < 1
Mpm Interests, LLC Dallas, TX May 2019 - Current 4
Concurrent Investment Advisors Dba Wealth Partners Alliance Dallas, TX May 2019 - Current 4
Raymond James Financial Services, Inc. Dallas, TX Apr 2019 - Apr 2023 4
Raymond James Financial Services Advisors, Inc. Dallas, TX Apr 2019 - Apr 2023 4
Wells Fargo Dallas, TX Oct 1998 - Apr 2019 20
Wells Fargo Clearing Services, LLC Dallas, TX Jun 1998 - Apr 2019 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S65 NASAA Investment Advisors Law Examination Oct 1998
Contact Info for David A. McBee
Phone Number: (813) 575-2652
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    6,046
    MILLIONS
  • Total Number of Accounts
    17,385
    ACCOUNTS
  • Average Account Value
    $347,744
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, CA, CO, DC, FL, GA, HI, IL, IN, KS, KY, LA, MD, MI, MN, NC, NJ, NM, NY, OK, OR, SC, TN, TX, VA, WA, WI

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