Patrick McCabe, financial advisor Des Moines IA

Patrick McCabe

CRD Number: 6529539
Current Firm: Ria Advisory Group, LLC

Patrick McCabe (CRD# 6529539) is an Investment Advisor Representative working at Ria Advisory Group, LLC in Des Moines, IA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ria Advisory Group LLC Des Moines, IA Aug 2020 - Current 3
Lpl Financial LLC Sioux Falls, SD Mar 2019 - Aug 2020 1
Visionpoint Advisory Group, LLC Sioux Falls, SD Mar 2019 - Aug 2020 1
Principal Life Insurance Company Sioux Falls, SD Jul 2015 - Mar 2019 3
Princor Financial Services Corporation Sioux Falls, SD Jul 2015 - Mar 2019 3
Bankers Life St Cloud, MN May 2014 - Jul 2015 1
College Of Saint Benedict St Joseph, MN Jul 2012 - May 2014 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2016
S63 Uniform Securities State Law Examination Aug 2015
Contact Info for Patrick M. McCabe
Phone Number: 515 965-8588
Registered State(s):
  • SD
  • TX
By the Numbers
  • Total Assets Under Management
    399
    MILLIONS
  • Total Number of Accounts
    2,799
    ACCOUNTS
  • Average Account Value
    $142,504
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CO, FL, IA, IL, MN, MO, NC, NE, SD, TX, WI

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