Keith A. Mcbride

KEITH MCBRIDE FINANCIAL SERVICES

Torrance, CA

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CRD#: 5847671

Professional summary

Keith Aaron Mcbride is a registered financial advisor currently at KEITH MCBRIDE FINANCIAL SERVICES INC. located in Torrance, California.

Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Keith has worked at 2 firms 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.

Keith Aaron McBride is a licensed insurance agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Aaron Mcbride'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

March 10, 2020 - Present

KEITH MCBRIDE FINANCIAL SERVICES INC.

RIA

CRD#: 307499

Torrance, CA

Past

December 20, 2010 - April 5, 2019

INTEGRITY FINANCIAL CORPORATION

RIA

CRD#: 137125

MANHATTAN BEACH, CA

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

California
(3/10/2020)

IAR

Missouri
(5/12/2022)

IAR

Oregon
(10/10/2025)

IAR

Texas
(4/14/2022)

IAR

Washington
(7/16/2020)

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: 12/17/2010

Uniform Investment Adviser Law Examination

Current Firm

KEITH MCBRIDE FINANCIAL SERVICES INC.

CRD#: 307499 / SEC#:

California

Registered Investment Advisory firm - (3/10/2020 Approved)

Missouri

Registered Investment Advisory firm - (5/11/2022 Approved)

Oregon

Registered Investment Advisory firm - (6/18/2025 Approved)

Texas

Registered Investment Advisory firm - (4/14/2022 Conditional Restricted)

Washington

Registered Investment Advisory firm - (7/16/2020 Approved)

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Contact information

Main Address

Torrance, CA

Mailing Address

Phone number

(310) 579-7399

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	159
AUM (Assets Under Management)	$ 17,128,409

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.

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Keith A. Mcbride

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Keith Aaron Mcbride's CRS (Customer Relationship Summary).

Certified licenses

Experience

KEITH MCBRIDE FINANCIAL SERVICES INC.

INTEGRITY FINANCIAL CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 12/17/2010

Current Firm

KEITH MCBRIDE FINANCIAL SERVICES INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KEITH MCBRIDE FINANCIAL SERVICES INC.

TRUST BUT VERIFY

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