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Stephen Wymer McBride

Sunbelt Securities, Inc.

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About Stephen Wymer McBride

Stephen McBride is a financial advisor with over 38 years of experience in the industry. Stephen has a strong track record of success in providing financial advice to individuals, families, and businesses. Stephen is a registered representative of Sunbelt Securities, Inc. and is also registered as an Investment Advisor Representative in the state of Texas. Stephen is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Stephen McBride is currently registered with Sunbelt Securities, Inc.. Sunbelt Securities, Inc. is a corporation headquartered in Houston, Texas, that provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. They offer portfolio management, financial planning, and selection of other advisors. The firm is registered with the SEC and has a total of $1.91 billion in regulatory assets under management.
Sunbelt Securities, Inc.

2700 POST OAK BLVD STE 1700

HOUSTON, TX 77056

$1.91B

Assets Under Management

1

Total Clients

80

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Stephen McBride’s Registration & Firm History

TX

08/08/2023 - Present

Sunbelt Securities, Inc. (HOUSTON TX)

TX

09/09/1998 - 05/11/2004

OXFORD FINANCIAL GROUP (HOUSTON TX)

TX

04/12/1991 - 10/29/1998

TEXAS CAPITAL SECURITIES, INC. (HOUSTON TX)

TX

07/06/1984 - 05/21/1990

TEXAS FIRST SECURITIES CORPORATION (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 08/07/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/04/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Wymer McBride.
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