Joshua McBride, financial advisor Sophia WV
93 score

Joshua McBride

CRD Number: 5523362
Current Firm: United Brokerage Services Inc.

Joshua McBride (CRD# 5523362) is an Investment Advisor Representative working at United Brokerage Services Inc. in Sophia, WV and has over 8 years of experience in the finance industry.

Similar Advisors
Ronald West, financial advisor Sophia WV
Ronald C. West
CRD# 1342519
Nationwide Securities, LLC
Similar Advisors
Billy Burgess, financial advisor Sophia WV
Billy L. Burgess
CRD# 1184142
Wells Fargo Advisors, LLC
Similar Advisors
Kevin Davis, financial advisor Sophia WV
Kevin W. Davis
CRD# 4963100
Lpl Financial LLC
Company Name Location Dates Years
United Brokerage Services, Inc. Parkersburg, WV Jan 2012 - Current 4
Torchmark Hurricane, WI Mar 2009 - Dec 2011 2
Focus Financial Investment Group, LLC Charleston, WV Apr 2008 - Mar 2009 < 1
Self-employed Charleston, WV Jan 2008 - Mar 2009 1
Self Employed Charleston, WV Apr 2006 - Mar 2009 2
Student Charleston, WV Apr 1998 - Dec 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2012
S65 NASAA Investment Advisors Law Examination Apr 2008
Contact Info for Joshua L. McBride
Phone Number: 888-424-6158
Registered State(s):
  • WV
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from Joshua McBride and other advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.