Benjamin
Mcbride

Raymond James Financial Services Advisors, Inc

CRD#6333130
Investment Advisor
in Dallas, TX
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About this Advisor

Benjamin Mcbride is a certified financial planner whose office is in Dallas, Texas. Currently an advisor at Raymond James Financial Services Advisors, Inc, Mcbride has 13 years of work experience as a financial advisor. Mcbride has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Mcbride is registered to serve clients in Texas. Their career trajectory has included roles at Cadent Capital, LLC, Raymond James Financial Services, Inc, Pnc and Raymond James Financial Services Advisors Inc. Raymond James Financial Services Advisors, Inc is headquartered in Dallas, Texas, and operates out of 2,040 other locations across the country. In total, Raymond James Financial Services Advisors, Inc oversees $81 billion in assets dispersed across 280,698 accounts and retains more than 5,600 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 151,196 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 7% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Raymond James Financial Services Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

12001 North Central Expressway Cbs Tower #700
Dallas, TX 75243

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Raymond James Financial Services Advisors, Inc Brokerage Details

Total Assets Under Management

$103,692,335,631

TX Average: $1,855,561,029
Total Number of Employees

6,224

TX Average: 62
Total Number of Accounts

343,734

TX Average: 2,474
Average Account Size

$301,664

TX Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Benjamin Mcbride Work History

Benjamin has 13 years of experience.

2016 - Present (3 years)

Cadent Capital, LLC

2015 - Present (4 years)

Raymond James Financial Services, Inc

2015 - Present (4 years)

Raymond James Financial Services Advisors Inc

2015 - 2015 (< 1 year)

Raymond James Financial Services, Inc

2014 - 2015 (1 year)

Raymond James Financial Services, Inc

2005 - 2014 (9 years)

Pnc

Disclosures

Benjamin Mcbride has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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