RM
RM

Richard Mclinden

14 Years of Experience
The Woodlands, TX
Broker

Richard Mclinden is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in The Woodlands, TX, with 14 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2202 Timberloch Place, Suite 110, The Woodlands, TX, 77380

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Richard is a 49% owner of McLinden Financial LLC, which serves as the firm name and shows affiliation with Raymond James. He spends minimal time on this business activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2019 - Present · 6 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2019 - Present · 6 yrs 7 mos
Previous Registrations
Edward Jones
November 2011 - October 2019 · 7 yrs 11 mos
Edward JonesBroker
September 2011 - October 2019 · 8 yrs 1 mo
State Registrations1 state
TX
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.