Youree Henry Mc Bride

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

• 04/2011 → 04/2018
  Usaa Financial Advisors, Inc.
  Austin, TX
• 04/2011 → 04/2018
  Usaa Financial Planning Services
  Austin, TX
• 06/2015 → 04/2018
  River City Repertory Theatre
  Shreveport, LA
• 01/2018 → 04/2018
  Usaa Investment Management Company
  San Antonio, TX
• 04/2018 → Present
  Lpl Financial
  Austin, TX

Previous Registrations

• 2018-01-08 → 2018-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2011-05-17 → 2018-01-08
  Usaa Financial Planning Services
  Austin, TX
  Austin, TX
• 2005-06-20 → 2011-04-18
  Ameriprise Financial Services, Llc
  Cedar Park, TX
  Round Rock, TX
  Austin, TX
  Austin, TX

Other Businesses

04/23/2018 - DBA for LPL Business (entity for LPL business) - Genesis Wealth Management - 100% - Austin, TX 78746

Exams

• S66 Uniform Combined State Law Examination
  2005-03-15

Other Names

• Youree Henry Mcbride