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James Robertson McBride is an Investment Advisor Representative associated with Scout Investments, Inc. in KANSAS CITY, MO. James has been in the industry since December 2010. James is licensed in Missouri. James Robertson McBride obtained a Series 65 license in 2006. The individual specializes in various services including portfolio management for individuals, portfolio management for businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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MO
11/04/2009 - Present
Scout Investments, Inc. (KANSAS CITY MO)
IA
Issued 11/01/2006
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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