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Home > Financial Planner Directory > Texas > Dallas > Thomas J. McBride, CFP®, CIMA®,CPWA®
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Thomas J. McBride, CFP®, CIMA®,CPWA®

Merrill Lynch

5910 N Central Expy
Ste 2000
Dallas, TX 75206-5152
Phone: (214) 750-2004
Fax: (214) 750-2114

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Household Income Minimum: $0
Investable Asset Minimum: $1,000,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Banking
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

About My Practice

N/A

 

Experience

N/A

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Insurance Licenses
Life insurance, Variable annuities
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Other - Certified Private Wealth Advisor (CPWA®)
Broker-Dealer Affiliation
Merrill Lynch/Bank of America

 

How Planner Charges
N/A