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Terri Ward McBride

Sunbelt Securities, Inc.

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About Terri Ward McBride

Terri McBride is a financial professional with over 20 years of experience in the industry. Terri is a registered representative of Sunbelt Securities, Inc. and is licensed in the state of Texas. Terri specializes in portfolio management for individuals and businesses. Terri’s experience includes working with a wide range of clients, including high net worth individuals, corporations, and charitable organizations.

Firm Information

Terri 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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Terri McBride’s Registration & Firm History

TX

08/19/2011 - Present

Sunbelt Securities, Inc. (Houston TX)

TX

05/07/2007 - 06/16/2010

STOCKCROSS FINANCIAL SERVICES, INC. (HOUSTON TX)

TX

07/17/2006 - 05/10/2007

NEXT FINANCIAL GROUP, INC. (HOUSTON TX)

TX

02/10/2003 - 11/23/2005

TRADESTAR INVESTMENTS,INC. (HOUSTON TX)

TX

01/02/2003 - 05/29/2003

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

TX

09/14/1993 - 12/31/2002

TRADESTAR INVESTMENTS,INC. (HOUSTON TX)

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Licenses & Designations

BC

Issued 10/15/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2000

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Terri Ward McBride.
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