Mcbride McFaddenCRD 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.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Frontier Financial Partners, LLC
Davenport & Company LLC
|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|
Total Assets Under Management1,951MILLIONS
Total Number of Accounts3,113ACCOUNTS
Average Account Value$626,705
- 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 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)
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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