David Mcbee is a registered investment advisor, based in Dallas, TX, with 27 years of industry experience.
Location
12240 Inwood Road, Suite 200, Dallas, TX, 75244
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is involved in several business activities, including working for Concurrent Advisors as an IAR and helping recruit advisors, acting as a passive investor in Concurrent Partners 1, owning MPM Interests LLC for partnership distribution and tax reporting, consulting on corporate retirement plans for Concurrent Retirement Solutions, and owning real estate through McBee Interprises. Helping recruit advisors to the brand under RJFS takes nearly full-time hours.
Employment History
Current Registrations
Concurrent Investment Advisors, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations7 states
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