James Mcbride
James Mcbride is a registered investment advisor at LPL Financial LLC, based in Winston-Salem, NC, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4622 Country Club Rd, Ste 200, Winston-Salem, NC, 27104
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is involved with Cornerstone Wealth Partners, spending minimal time on non-variable insurance and full-time as a DBA for LPL business. He also serves as a board member for Window World, Inc. and co-owns JSMS, LLC, a real estate rental company.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Capital Investment Advisory Services, LLC
Cic Advisers, LLC
Capital Investment Group, INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Princor Financial Services CorporationBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.