Thomas G. Mcbride Iii

CORNERSTONE FINANCIAL ADVISORS LTD.

Henderson, NV 89012

Some features on this profile are disabled

CRD#: 4591277

Professional summary

Thomas Garth Mcbride Iii is a registered financial advisor currently at CORNERSTONE FINANCIAL ADVISORS LTD. located in Henderson, Nevada.

Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Thomas has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TG MCBRIDE CPA LTD. DBA MCBRIDE & ASSOCIATES 1671 W. HORIZON RIDGE PARKWAY, SUITE 220 HENDERSON, NV 89012 CPA FIRM NON-INVESTMENT RELATED PARTNER / CPA JANUARY 2012 TO PRESENT MR. MCBRIDE IS PRIMARILY ENGAGED IN THE ACCOUNTING PRACTICE TO WHICH HE DEVOTES APPROXIMATELY 90% OF HIS TIME.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Garth Mcbride Iii's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 13, 2001 - Present

CORNERSTONE FINANCIAL ADVISORS LTD.

Office #1: 1671 W. Horizon Ridge Parkway Suite 220, Henderson, NV 89012

RIA

CRD#: 119299

Henderson, NV

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Nevada
(2/13/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/15/2000

Uniform Investment Adviser Law Examination

Current Firm

CORNERSTONE FINANCIAL ADVISORS LTD.

BMR FINANCIAL ADVISORS, LTD. | CORNERSTONE FINANCIAL ADVISORS LTD.

CRD#: 119299 / SEC#:

Nevada

Registered Investment Advisory firm - (2/13/2001 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1671 W. Horizon Ridge Parkway Suite 220, Henderson, NV 89012

Mailing Address

Phone number

(702) 202-2255

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	25
AUM (Assets Under Management)	$ 6,860,647

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Michael Beatty

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Las Vegas, NV

Kenneth Young

TRANSAMERICA FINANCIAL ADVISORS, LLC

IAR

Las Vegas, NV

Jodie Cohen-potter

LPL FINANCIAL LLC

IAR

LAS VEGAS, NV

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Thomas G. Mcbride Iii

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Thomas Garth Mcbride Iii's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORNERSTONE FINANCIAL ADVISORS LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2000

Current Firm

CORNERSTONE FINANCIAL ADVISORS LTD.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE FINANCIAL ADVISORS LTD.

TRUST BUT VERIFY

Similar Advisors