RM
RM
Rachael Mcbride
23 Years of Experience
Fort Walton Beach, FL
1 DisclosureBroker
Rachael Mcbride is a registered investment advisor at Wells Fargo Advisors, based in Fort Walton Beach, FL, with 23 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
92 Eglin Parkway Ne, Fort Walton Beach, FL, 32548
Get directionsHistory
Regulatory History (1)
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Financial
May 2018Final
Employment History
Current Registrations
Wells Fargo Advisors
March 2020 - Present · 6 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Morgan Stanley
May 2011 - March 2020 · 8 yrs 10 mos
Morgan StanleyBroker
May 2011 - March 2020 · 8 yrs 10 mos
Primevest Financial Services, INC.
May 2007 - May 2011 · 4 yrs
Primevest Financial Services, INC.Broker
April 2007 - May 2011 · 4 yrs 1 mo
Raymond James Financial Services, INC.Broker
November 2003 - April 2007 · 3 yrs 5 mos
Amsouth Investment Services, INC.Broker
August 2003 - November 2003 · 3 mos
Prudential Securities IncorporatedBroker
February 2002 - June 2003 · 1 yr 4 mos
State Registrations1 state
FL
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.