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Thomas Mcbride

12 Years of Experience
Grand Rapids, MN
BrokerSells Insurance

Thomas Mcbride is a registered investment advisor at LPL Financial LLC, based in Grand Rapids, MN, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

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.

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Location

415 SE 13th St Ste 200, Grand Rapids, MN, 55744

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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

Thomas is a radio announcer, score keeper, and board member for a bank. He also offers fixed insurance products and operates several businesses related to his LPL business and financial services, dedicating a significant amount of time to these activities.

Employment History
Current Registrations
LPL Financial LLC
February 2018 - Present · 8 yrs 5 mos
LPL Financial LLCBroker
February 2018 - Present · 8 yrs 5 mos
Previous Registrations
Sii Investments, INC.
January 2017 - February 2018 · 1 yr 1 mo
Sii Investments, INC.Broker
August 2015 - February 2018 · 2 yrs 6 mos
Vanguard Marketing CorporationBroker
May 2013 - July 2015 · 2 yrs 2 mos
State Registrations17 states
ARAZCACOFLIAINMEMIMNMTNDNEOKORTXWI
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.