Unclaimed
Justin McBride is a financial advisor with over 16 years of experience in the industry. He joined Feltl Advisors in December 2015 and has a strong track record of providing personalized financial advice to individuals and families. Justin holds Series 7, 24, 63, and 66 securities licenses. Justin's areas of expertise include financial planning, investment management, and retirement planning. He is also registered to provide investment advisory services in Florida, Illinois, Missouri, and Washington.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Wrap accounts through non-affiliated providers
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.
A percentage of the total value of assets under management is charged.
Percentage of assets under outside management
1
2
IL
03/26/2020 - Present
Feltl Advisors (Edwardsville IL)
IL
06/01/2012 - 12/07/2015
U.S. BANCORP INVESTMENTS, INC. (O'FALLON IL)
IL
10/24/2008 - 06/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GLEN CARBON IL)
IL
01/01/2008 - 10/30/2008
WACHOVIA SECURITIES, LLC (FAIRVIEW HEIGHTS IL)
IL
09/01/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRVIEW HEIGHTS IL)
IL
03/29/2004 - 09/07/2006
EDWARD JONES (TROY IL)
BOTH
Issued 12/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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