William John 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

• 10/2012 → 09/2018
  J.P. Morgan Securities Llc
  West Hollywood, CA
• 09/2014 → 06/2025
  Self
  Manhattan Beach, CA
• 01/2015 → 06/2025
  Self
  Manhattan Beach, CA
• 09/2018 → 06/2025
  Western International Securities, Inc.
  Pasadena, CA
• 06/2025 → Present
  Lpl Financial Llc
  West Hollywood, CA

Previous Registrations

• 2018-09-04 → 2025-06-05
  Western International Securities, Inc.
  West Hollywood, CA
  Los Angeles, CA
  Westlake Village, CA
• 2012-10-01 → 2018-09-13
  J.P. Morgan Securities Llc
  West Hollywood, CA
  Los Angeles, CA
  Los Angeles, CA
  Los Angeles, CA
  West Hollywood, CA
• 2009-05-02 → 2012-10-01
  Chase Investment Services Corp.
  Los Angeles, CA
  Los Angeles, CA
  West Hollywood,, CA
• 2004-12-06 → 2009-05-02
  Wamu Investments, Inc.
  Los Angeles, CA
  San Pedro, CA
  San Pedro, CA
  San Pedro, CA
• 2003-03-07 → 2004-12-01
  Citicorp Investment Services
  Gardena, CA

Other Businesses

1. 06/05/2025- McBride Wealth Management- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 09/03/2018- 8 Hours Per Month- 8 Hours During Trading 2. 06/05/2025- McBride Wealth Management- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 08/08/2020- 100 Hours Per Month- 100 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-01
• S63 Uniform Securities Agent State Law Examination
  1998-12-21

Other Names

• Bill Mcbride
• William John Mcbride