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 working in Des Moines, Iowa with a total of 3 years of relevant experience. Mccabe is an employee of Ria Advisory Group, LLC. Over the course of their career, they have held roles at Principal Life Insurance Company, Princor Financial Services Corporation, Bankers Life, College Of Saint Benedict, Lpl Financial LLC, Visionpoint Advisory Group, LLC and Ria Advisory Group LLC. Mccabe holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in South Dakota and Texas. Ria Advisory Group, LLC is a business operating out of Des Moines, IA. The company has offices in 16 locations and a total of 23 financial advisors. It has $346 million in assets under management among its 3,047 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 3,047 client accounts, just 3% belong to high-net-worth investors who have more than $1 million in investable assets. The company offers portfolio management for individuals and small businesses. Financial management fee schedules depend on the type of financial services provided. However, fee types billed by Ria Advisory Group, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

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

$345,689,048

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

23

IA Average: 166
Total Number of Accounts

3,047

IA Average: 7,189
Average Account Size

$113,452

IA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Patrick Mccabe Work History

Patrick has been registered as a financial advisor for 3 years.*

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

2012 - 2014 (2 years)

College Of Saint Benedict

*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 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

Mark Bakker
Urbandale, IA
Nathan Fichter
Elk Horn, NE
Patrick Mccabe
Des Moines, IA
Laurie Ketterling
Des Moines, IA
Todd Adams
Des Moines, IA
Dana Rausch
Sioux Falls, SD
Christopher Hanson
Des Moines, IA
John Peak
Des Moines, IA

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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