Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McBride is a financial advisor with Stifel, Nicolaus & Company, Inc. Brian has been in the financial services industry for over 30 years, starting his career in 1992. Brian is registered in 21 states and has passed a variety of financial exams. Previously Brian worked at Vining-Sparks IBG, LLC, ICBA Securities, and College & University Securities Corporation. Brian specializes in providing financial advice to individuals, businesses, charitable organizations, insurance companies, and pooled investment vehicles. Brian holds Series 7, 24, 63, 79TO, and SIE licenses and is a registered representative of Stifel.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
04/22/2022 - Present
Stifel, Nicolaus & Company, Inc. (MEMPHIS TN)
TN
04/20/1992 - 04/22/2022
VINING-SPARKS IBG, LLC (MEMPHIS TN)
TN
07/30/1992 - 12/18/2019
ICBA SECURITIES (MEMPHIS TN)
TN
01/30/1998 - 10/08/1999
COLLEGE & UNIVERSITY SECURITIES CORPORATION (MEMPHIS TN)
BC
Issued 04/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/1995
Series 24 - General Securities Principal 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 04/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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