Sarah Jane 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

• 04/2005 → Present
  First Tennessee
  Collierville, TN
• 08/2025 → Present
  Lpl Financial Llc
  Germantown, TN

Previous Registrations

• 2014-12-16 → 2025-08-21
  First Horizon Advisors, Inc.
  Collierville, TN
  Germantown, TN
  Germantown, TN

Other Businesses

1. 08/21/2025- Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors- Inv Rel- At Reported Business Location (s)- 160 Hrs Per Mnth/Trading- Start Date 07/29/2025 2. 08/21/2025- mcbride construction LLC-Business Owner-Not INV Related- Home Based- Start date 01/01/2016- 10 Hours Per Month

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-04
• S63 Uniform Securities Agent State Law Examination
  2009-04-18

Other Names

• Sarah Jane Haisley