Mcbride McFadden, financial advisor Richmond VA

Mcbride McFadden

CRD Number: 722240
Current Firm: Dakota Wealth, LLC

Mcbride McFadden (CRD# 722240) is an Investment Advisor Representative working at Dakota Wealth, LLC in Richmond, VA and has over 41 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Dakota Wealth Management LLC Richmond, VA Jan 2022 - Current < 1
Pineno Levin & Ford Asset Management Richmond, VA Jan 2015 - Feb 2022 7
Capital Management Corporation Richmond, VA Nov 1991 - Dec 2014 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1981
Contact Info for Mcbride S. McFadden
Phone Number: (561) 774-8101
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    1,951
    MILLIONS
  • Total Number of Accounts
    3,113
    ACCOUNTS
  • Average Account Value
    $626,705
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, LA, MA, MD, ME, MT, NC, ND, NE, NH, NJ, NY, OH, OR, PA, RI, SC, SD, TN, TX, VA

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