Brady
Mcbride
Cx Institutional, LLC
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About this Advisor
Brady Mcbride is a financial advisor who works in Auburn, Indiana who has 2 years of relevant experience. Mcbride currently works for Cx Institutional, LLC. Over the course of their career, Mcbride has held roles at Carroll High School, Pine Valley Country Club, Hoosier Land Lawn And Snow, Ball State University, Custom Concrete, Ruoff Home Mortgage, St. Jude Catholic School and Cx Institutional. Mcbride has a Series 65 license, designating them as an investment advisor representative, and can operate in Indiana. Cx Institutional, LLC is an advisory business operating out of Auburn, IN. The firm has offices in seven locations and a total of 88 people on staff. It handles $2 billion in assets between its 8,052 client accounts, making it one of the biggest firms in the nation by assets under management. Of its 8,052 customer accounts, 19% are held by high-net-worth clients who have at least $1 million in assets available to invest. Cx Institutional, LLC performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely depend on which services the firm provides the client. Fees charged by Cx Institutional, LLC can include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cx Institutional, LLC Brokerage Details
$2,099,990,160
88
8,052
$260,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Brady Mcbride Work History
Brady has been registered as a financial advisor for 2 years.*
Cx Institutional
Ruoff Home Mortgage
Ruoff Home Mortgage
Custom Concrete
Hoosier Land Lawn And Snow
Ball State University
Pine Valley Country Club
Carroll High School
St. Jude Catholic School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brady Mcbride to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cx Institutional, LLC
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Auburn, IN
Louisville, KY
Auburn, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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