Fred Mcneely
Fred Mcneely is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Northridge, CA, with 44 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
18919 Nordhoff Street, Suite 6C, Northridge, CA, 91324
Get directionsHistory
Regulatory History (6)
Customer Dispute
July 2008Customer Dispute
August 2007Customer Dispute
October 2001Customer Dispute
June 2001Customer Dispute
January 2001Customer Dispute
October 1996Other Business Activities
Fred owns multiple rental real estate properties, dedicating minimal time to each. He also owns Legend Wealth Management, where he works as Owner/Branch Manager for about half his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
First Union Securities, INC.Broker
Bateman Eichler, Hill Richards, IncorporatedBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.