Patrick
Mccabe

Ria Advisory Group, LLC

CRD#6529539
Investment Advisor
in Des Moines, IA

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About this Advisor

Patrick Mccabe is a financial advisor based in Des Moines, Iowa, working with Ria Advisory Group, LLC. Patrick has previously held positions at Principal Life Insurance Company, Princor Financial Services Corporation, Bankers Life, Lpl Financial LLC, Visionpoint Advisory Group, LLC, and Ria Advisory Group LLC. Patrick has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Dakota and Texas. Currently, Patrick is part of Ria Advisory Group, LLC, which operates out of Des Moines, Iowa. The firm has 12 offices and 21 employees. The firm manages assets totaling $398.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Ria Advisory Group, LLC includes asset-based fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

500 Sw 7Th Street Suite 305
Des Moines, IA 50309

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Ria Advisory Group, LLC Brokerage Details

Total Assets Under Management

$398,868,182

IA Average: $9,259,360,772
Total Number of Employees

21

IA Average: 166
Total Number of Accounts

2,799

IA Average: 7,189
Average Account Size

$142,504

IA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Patrick Mccabe Work History

2020 - Present (4 years)

Ria Advisory Group LLC

2019 - 2020 (1 year)

Lpl Financial LLC

2019 - 2020 (1 year)

Visionpoint Advisory Group, LLC

2015 - 2019 (4 years)

Principal Life Insurance Company

2015 - 2019 (4 years)

Princor Financial Services Corporation

2014 - 2015 (1 year)

Bankers Life

Disclosures

Please visit the SEC profile of Patrick Mccabe 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 Ria Advisory Group, LLC

Patrick Mccabe
Des Moines, IA
Andrew Susanin
Des Moines, IA
Tyler Bookin-Nosbisch
Des Moines, IA
Houstyn Heinz
Des Moines, IA
Nathan Fichter
Elk Horn, NE
Todd Adams
Des Moines, IA
Laurie Ketterling
Des Moines, IA
Dana Rausch
Sioux Falls, SD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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