Michael
Mcbride

Mcbride Financial Advisors, LLC

CRD#1834978
Investment Advisor
in Burien, WA

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About this Advisor

Michael Mcbride is a financial advisor operating out of Burien, Washington who has 23 years of industry experience. Mcbride is an advisor for Mcbride Financial Advisors, LLC. They have spent their whole employment at Mcbride Financial Advisors, Llc. Mcbride holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Washington. Mcbride Financial Advisors, LLC is a firm with a branch in Burien, Washington. It controls $132 million in assets among its 523 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 523 client accounts, 49% are associated with high-net-worth investors who have greater than $1 million in assets. Mcbride Financial Advisors, LLC performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on the type of services offered. However, fee types charged by Mcbride Financial Advisors, LLC may include asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

23 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

Burien, WA

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Mcbride Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$132,000,000

Total Number of Employees

1

Total Number of Accounts

523

Average Account Size

$252,390

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Disclosures

Please visit the SEC profile of Michael Mcbride to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mcbride Financial Advisors, LLC

Michael Mcbride
Burien, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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