Christopher McNeal (CRD# 5440343) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Frisco, TX and has over 15 years of experience in the finance industry.
CRD# 5009276
Hedgefield Wealth Management
CRD# 2234163
Cravens Brothers Private Wealth Management LLC
CRD# 2492919
Patton Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Rbc Capital Markets, LLC | Frisco, TX | Oct 2023 - Current | < 1 |
| Raymond James Financial Services Advisors, Inc. | Dallas, TX | Apr 2022 - Oct 2023 | 1 |
| Raymond James Financial Services, Inc. | Dallas, TX | Oct 2020 - Oct 2023 | 3 |
| Elite Financial Management | Dallas, TX | Oct 2020 - Oct 2023 | 3 |
| Unemployed | Dallas, TX | Jun 2020 - Oct 2020 | < 1 |
| Jackson National Distributors, LLC | Dallas, TX | Sep 2007 - Jun 2020 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2008 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2022 |
- TX
-
Total Assets Under Management183,481MILLIONS
-
Total Number of Accounts423,124ACCOUNTS
-
Average Account Value$433,634
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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