Philip McBride, financial advisor Grand Island NE
96 score

Philip McBride

CRD Number: 5303038
Current Firm: Allen Capital Group, LLC

Philip McBride (CRD# 5303038) is an Investment Advisor Representative working at Allen Capital Group, LLC in Grand Island, NE and has over 9 years of experience in the finance industry. Philip McBride has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Resources Investment Advisors
Professional Designations
Company Name Location Dates Years
Allen Capital Group Grand Island, NE Sep 2014 - Current 2
Cwm, LLC Omaha, NE Jun 2011 - Sep 2014 3
Lpl Financial Omaha, NE Mar 2009 - Sep 2014 5
Renaissance Financial Omaha, NE Mar 2007 - Feb 2009 1
Minnesota Life Insurance Company St. Paul, MN Mar 2007 - Feb 2009 1
Securian Financial Services, Inc. St. Paul, MN Mar 2007 - Feb 2009 1
Papillion Lavista School District Papillion, NE Aug 2005 - Aug 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2007
Contact Info for Philip J. McBride
Phone Number: 308-385-1500
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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