Joshua Mc Bride
Advisor at United Brokerage Services, INC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at United Brokerage Services, INC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Parkersburg, WV 26101
Credentials
Series 63, Series 65
Industry experience
16 years
Joshua Mc Bride is a financial advisor at United Brokerage Services, Inc. with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including Truist Advisory Services and Bb&T Securities. United Brokerage Services, Inc. provides investment advisory and brokerage services to individuals, corporate pension and profit-sharing plans, and trust clients through various wrap fee and advisory programs. The firm primarily manages client assets on a non-discretionary basis and offers a range of investment approaches tailored by advisor and program.
514 Market Street
Parkersburg, WV 26101
Kentucky · Ohio · West Virginia
United Brokerage Services, Inc.
2021 - Present (5 years)
Truist Advisory Services
2021 - 2021 (1 year)
Truist Investment Services, Inc.
2021 - 2021 (1 year)
Bb&T Securities, Llc
2018 - 2021 (3 years)
Bbtis
2016 - 2021 (5 years)
United Brokerage Services, Inc.
2012 - 2016 (4 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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