Unclaimed
Thomas McBride is a financial advisor associated with LPL Financial LLC. He has been in the industry since 2013 and has been registered with the state of Minnesota since 2018. Previously, Thomas McBride was registered with SII INVESTMENTS, INC. and VANGUARD MARKETING CORPORATION. Thomas McBride is a Series 7, Series 63, and Series 66 licensed representative. Thomas McBride is also a licensed insurance agent. In addition to his financial advisory work, Thomas McBride is a radio announcer, scorekeeper, and board member for various organizations. Thomas McBride offers financial planning, investment management, and consulting services to individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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
MN
02/14/2018 - Present
LPL Financial LLC (GRAND RAPIDS MN)
MN
08/17/2015 - 02/14/2018
SII INVESTMENTS, INC. (GRAND RAPIDS MN)
NC
05/27/2013 - 07/14/2015
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BOTH
Issued 11/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thomas McBride is the right advisor for you? Invested Better is here to help.