William Mcbride
William Mcbride is a registered investment advisor at LPL Financial LLC, based in West Hollywood, CA, with 26 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
9000 W. Sunset Blvd., Ste. 707, West Hollywood, CA, 90069
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2017Customer Dispute
August 2016Customer Dispute
January 2016Customer Dispute
January 2016Customer Dispute
January 2006Other Business ActivitiesSells Insurance
William is an agent for accident & health, life, and variable insurance, and also conducts insurance business through McBride Wealth Management, Inc. He is also involved in creative endeavors as a singer/songwriter/musician/freelance actor/voiceover artist and a producer for Don Poncho Productions, and consults for Greater Los Angeles Area Mensa.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western International Securities, INC.Broker
Western International Securities
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
Painewebber IncorporatedBroker
State Registrations16 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.