Thomas McBride (CRD# 710254) is an Investment Advisor Representative working at Rda Financial Network in West Des Moines, IA and has over 43 years of experience in the finance industry. Thomas 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.
CRD# 4517409
Edward Jones
CRD# 2818528
Cambridge Investment Research Advisors, Inc.
CRD# 1841120
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Planners Financial Services | Scottsdale, AZ | Jul 2016 - Current | 7 |
| Monetary Strategies | Des Moines, IA | Jul 2016 - Current | 7 |
| Rda Financial Network, Inc. | North Liberty, IA | Sep 2011 - Current | 12 |
| Rda Financial Network | Des Moines, IA | Sep 2001 - Current | 22 |
| Monetary Strategies | Des Moines, IA | Jul 1980 - Current | 43 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Dec 2002 - Jul 2016 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1980 |
- IA
- NE
- TX
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Total Assets Under Management494MILLIONS
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Total Number of Accounts3,315ACCOUNTS
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Average Account Value$148,930
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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