Scott Alan Mcbride

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2015 → 06/2021
  M&T Securities
  Snyder, NY
• 06/2021 → Present
  Lpl Financial Llc
  Williamsville, NY

Previous Registrations

• 2017-04-24 → 2021-06-09
  M&T Securities, Inc.
  Cheektowaga, NY
  Buffalo, NY
  Snyder, NY
  Williamsville, NY
  Williamsville, NY
  Williamsville, NY
  Williamsport, PA
  Cheektowaga, NY
  Buffalo, NY
  Baltimore, MD
  Cheektowaga, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-04-21
• S63 Uniform Securities Agent State Law Examination
  2008-03-18