VM
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Valerie Mcbride

11 Years of Experience
Palmyra, PA
BrokerSells Insurance

Valerie Mcbride is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Palmyra, PA, with 11 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

901 E Main Street, Palmyra, PA, 17078

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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 ActivitiesSells Insurance

Valerie works as a financial advisor for Fulton Bank and in investment sales and service for Fulton Financial Advisors, dedicating about half of her time to each. Valerie also works as an agent for Specific Solutions selling life insurance sales & service, dedicating a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2015 - Present · 11 yrs 2 mos
Raymond James Financial Services, INC.Broker
February 2015 - Present · 11 yrs 5 mos
State Registrations5 states
CADEFLNYPA
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.