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Justin Anthony McBride

Feltl Advisors

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About Justin Anthony McBride

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.

Firm Information

Justin McBride is currently registered with Feltl Advisors. Feltl Advisors is a registered investment adviser located in Plymouth, MN. The firm provides financial planning and portfolio management services to individuals, corporations, and other businesses. They also offer other services such as selection of other advisers and wrap accounts through non-affiliated providers. Feltl Advisors has approximately $120,639,894 in regulatory assets under management.
Feltl Advisors

ONE CARLSON PARKWAY NORTH

PLYMOUTH, MN 55447

$120.64M

Assets Under Management

Not reported

Total Clients

15

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 individuals

Personalized portfolio management to meet individual financial objectives.

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wrap accounts through non-affiliated providers

Wrap accounts through non-affiliated providers

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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other

Percentage of assets under outside management

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Justin McBride’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Justin Anthony McBride.
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