John McBride (CRD# 4542839) is an Investment Advisor Representative working at Stewardship Wealth Advisors in Phoenix, AZ and has over 21 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stewardship Wealth Advisors | Phoenix, AZ | Apr 2015 - Current | 9 |
| Sole Proprietor | Phoenix, AZ | Mar 2003 - Current | 21 |
| Stewardship For Life, Inc. | Glendale, AZ | Mar 2003 - Current | 21 |
| Grand Canyon University | Phoenix, AZ | Jan 2016 - May 2019 | 3 |
| American Living Trust Services | Glendale, AZ | Jan 2012 - Dec 2017 | 5 |
| Fsc Securities | Atlanta, GA | Aug 2005 - May 2015 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2002 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2005 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2007 |
- AZ
- TX
-
Total Assets Under Management65MILLIONS
-
Total Number of Accounts328ACCOUNTS
-
Average Account Value$196,790
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
AZ, TX
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