PM
CFP
PM
CFP

Philip Joe Mcbride

18 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
2,130 clients
Average Client Portfolio
$574K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$180K
Financial Planning:Included in AUM fee
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Location

3540 Prairieview Street, Suite 200, Grand Island, NE, 68803

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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 Activities

Philip is affiliated with Carson Wealth Management Group as a Registered Investment Advisor, providing investment advice and asset management for a fee. This activity takes about half of Philip's time.

Employment History
Current Registrations
Allen Capital Group, LLC
September 2014 - Present · 11 yrs 5 mos
Previous Registrations
Cwm, LLC
July 2011 - September 2014 · 3 yrs 2 mos
LPL Financial LLC
March 2009 - August 2011 · 2 yrs 5 mos
Securian Financial Services, INC.
August 2007 - February 2009 · 1 yr 6 mos
State Registrations2 states
NETX
Advisor
Exams
No exam information available for this advisor.
Philip Joe Mcbride - Financial Advisor | TrueAdvisor