Stephen Wymer Mcbride

Employer firm

Sunbelt Securities, Inc. CRD 42180

$2.64B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2004 → Present
  Sunbelt Securities
  Houston, TX

Previous Registrations

• 2003-03-05 → 2004-12-31
  Oxford Advisors Corporation
  Houston, TX
• 1999-01-08 → 2002-12-31
  Oxford Advisors Corporation
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-08-07
• S63 Uniform Securities Agent State Law Examination
  1984-05-04

Other Names

• Steve Mcbride