Beverly Addington Mcbride

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2009 → 09/2017
  Triad Advisors, Inc.
  Norcross, GA
• 10/2017 → 07/2026
  Commonwealth Financial Network
  Waltham, MA
• 04/2020 → Present
  Crew Financial Collective
  Saint Simons Island, GA
• 07/2026 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2009-09-16 → 2017-10-04
  Triad Advisors Llc
  Atlanta, GA
  St. Simons Island, GA
• 2007-01-31 → 2009-09-22
  Mml Investors Services, Llc
  Atlanta, GA
  St. Simons Island, GA

Other Businesses

1. Owner, AMFA, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 09/20/2017; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales; As of 09/20/2017; Approximately 2% time spent during securities trading hours per month; Conducted at branch location; Investment related. 3. Owner, Treescape, LLC; an entity created for the purpose of buying and managing residential real estate in Jasper, Georgia, as of 04/28/2025; 1% of time spent during business hours; Not Conducted at branch; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2006-09-05