William McBride, financial advisor West Hollywood CA

William McBride

CRD Number: 3124160
Current Firm: Western International Securities

William McBride (CRD# 3124160) is an Investment Advisor Representative working at Western International Securities in West Hollywood, CA and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Western International Securities, Inc. Pasadena, CA Sep 2018 - Current 5
Self Manhattan Beach, CA Jan 2015 - Current 9
Self Manhattan Beach, CA Sep 2014 - Current 9
J.p. Morgan Securities LLC West Hollywood, CA Oct 2012 - Sep 2018 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1998
S65 NASAA Investment Advisors Law Examination Apr 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for William J. McBride
Phone Number: (888) 793-7717
Firm Website: http://www.wisdirect.com
Registered State(s):
  • CA
  • FL
  • GA
  • HI
  • NV
  • OR
  • PA
  • TX
  • WY
By the Numbers
  • Total Assets Under Management
    3,480
    MILLIONS
  • Total Number of Accounts
    12,253
    ACCOUNTS
  • Average Account Value
    $283,980
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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