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Adam Clint Mcbride

Adam C. Mcbride

WORTH WEALTH ADVISORS
FORT WORTH, TX 76109
Some features on this profile are disabled
CRD#: 6731379
Adam Clint Mcbride

Professional summary

Adam Clint Mcbride, CFP®, who also goes by Adam C Mcbride, Adam Mcbride, is a registered financial advisor currently at WORTH WEALTH ADVISORS, LLC located in Fort Worth, Texas and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Adam is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Adam has worked at 4 firms and has passed the Series 66, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Adam C Mcbride | Adam Mcbride

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Adam Clint 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®
CFP®

Certified Financial Planner

Start date: 2023

Experience

Current

March 19, 2026 - Present

WORTH WEALTH ADVISORS, LLC

Office #1: 3701 South University Drive, Fort Worth, TX 76109
RIA
CRD#: 339284
FORT WORTH, TX
Current

March 6, 2026 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

September 16, 2021 - March 3, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
FORT WORTH, TX
Past

September 16, 2021 - March 3, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT WORTH, TX
Past

February 2, 2017 - September 17, 2021

EDWARD JONES

RIA
CRD#: 250
FORT WORTH, TX
Past

January 9, 2017 - September 17, 2021

EDWARD JONES

BD
CRD#: 250
FORT WORTH, TX

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Missouri
(3/6/2026)
RR
North Carolina
(3/6/2026)
RR
Oklahoma
(3/6/2026)
RR
Texas
(3/6/2026)
IAR
Texas
(3/19/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/27/2017
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/25/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/8/2017
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WW
WORTH WEALTH ADVISORS, LLC
SUMMIT GROUP WEALTH MANAGEMENT | WORTH WEALTH ADVISORS, LLC

CRD#: 339284 / SEC#:

Texas
Registered Investment Advisory firm - (3/18/2026 Approved)
PREMIUM
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Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
3701 South University Drive, Fort Worth, TX 76109
Mailing Address
Phone number
(817) 420-9323
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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.

Company Information

WORTH WEALTH ADVISORS, LLC

CRD#: 339284Fort Worth, TX 76109

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