John D. Mcbride
Professional summary
John David Mcbride is a registered financial advisor currently at STEWARDSHIP WEALTH ADVISORS located in Phoenix, Arizona.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. John has worked at 7 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7, Series 6 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John David Mcbride's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 18, 2015 - Present
STEWARDSHIP WEALTH ADVISORS
Office #1: 1440 E. Missouri Avenue Suite C115, Phoenix, AZ 85014March 9, 2011 - May 18, 2015
FSC SECURITIES CORPORATION
September 19, 2007 - May 6, 2011
AEGIS FINANCIAL GROUP, INC.
August 30, 2005 - August 30, 2005
ADVANTAGE CAPITAL CORPORATION
August 30, 2005 - May 18, 2015
FSC SECURITIES CORPORATION
January 7, 2004 - August 26, 2005
STUART SECURITIES CORP.
February 5, 2003 - December 31, 2003
SUNAMERICA SECURITIES, INC.
June 7, 2002 - January 16, 2003
ASSOCIATED SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/18/2015)
(10/12/2021)
Exams
Current Firm
STEWARDSHIP WEALTH ADVISORS
CRD#: 202512 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 368 |
| AUM (Assets Under Management) | $ 68,121,118 |
Red Flags
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