Mcbride
Mcfadden
Dakota Wealth, LLC
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About this Advisor
Mcbride Mcfadden is a financial advisor based in Richmond, Virginia, working with Dakota Wealth, LLC. Mcbride has previously held positions at Capital Management Corporation, Pineno Levin & Ford Asset Management, and Dakota Wealth Management LLC. Mcbride has passed the Series 63 regulatory exam and is registered to provide services in Virginia. Currently, Mcbride is part of Dakota Wealth, LLC, which operates out of Richmond, Virginia. The firm has 21 offices and 84 employees. The firm manages assets totaling $5.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, and other services. The fee structure at Dakota Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Dakota Wealth, LLC Brokerage Details
$5,334,134,989
84
9,720
$548,779
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Other
Mcbride Mcfadden Work History
Dakota Wealth Management LLC
Pineno Levin & Ford Asset Management
Capital Management Corporation
Disclosures
Please visit the SEC profile of Mcbride Mcfadden 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 Dakota Wealth, LLC
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Palm Beach Gardens, FL
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Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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