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Thomas Mcbride

29 Years of Experience
Lansdale, PA
BrokerSells Insurance

Thomas Mcbride is a registered investment advisor at Cetera Investment Advisers LLC, based in Lansdale, PA, with 29 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Lansdale, PA

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Thomas is an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours to this activity. He also works as a musician, participating in musical productions at local theaters and schools, dedicating about 10-20% of his time.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
December 2010 - June 2021 · 10 yrs 6 mos
Ing Financial Partners, INC
July 2003 - December 2010 · 7 yrs 5 mos
Voya Financial Advisors, INC.Broker
April 2003 - June 2021 · 18 yrs 2 mos
Metlife Securities INC.Broker
October 2001 - April 2003 · 1 yr 6 mos
Metropolitan Life Insurance CompanyBroker
October 2001 - April 2003 · 1 yr 6 mos
American Express Financial Advisors INC.Broker
September 1996 - October 2001 · 5 yrs 1 mo
Ids Life Insurance CompanyBroker
September 1996 - October 2001 · 5 yrs 1 mo
State Registrations2 states
MAPA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.