JM
CFP
JM
CFP

Joseph Kevin Mcbride

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

1300 Route 73, Suite 110, Mount Laurel, NJ, 08054

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph is an insurance producer selling life insurance, long-term care, and fixed annuities, dedicating about 10-20% of his time to this. He is also a financial advisor and certified financial planner, spending nearly full-time on these activities.

Employment History
Current Registrations
Osaic Wealth, INC.
November 2023 - Present · 2 yrs 3 mos
Osaic Wealth, INC.Broker
November 2023 - Present · 2 yrs 3 mos
Strategic Financial
August 1994 - Present · 31 yrs 6 mos
Previous Registrations
Fsc Securities Corporation
April 2008 - November 2023 · 15 yrs 7 mos
Fsc Securities CorporationBroker
January 1991 - November 2023 · 32 yrs 10 mos
American Capital CorporationBroker
August 1988 - December 1990 · 2 yrs 4 mos
First Investors CorporationBroker
October 1983 - August 1988 · 4 yrs 10 mos
State Registrations16 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Joseph Kevin Mcbride - Financial Advisor | TrueAdvisor