Joshua Lee Mcbride
Investment adviser representative at United Brokerage Services Inc
5 yearsExperience
3 statesRegistered in
$372.3MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
5 years in the industry.
- United Brokerage Services, Inc.Oct 2021 to now
- Truist Advisory Services, Inc.Mar 2021 to Oct 2021
- Truist Investment Services, Inc.Feb 2021 to Oct 2021
- Bb&t Securities, LLCJan 2018 to Oct 2021
- BbtisSep 2016 to Oct 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, WV).
United Brokerage Services Inc
Legal name: United Brokerage Services, Inc
$372.3MAssets managed
1,390Clients
57Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5523362
- Firm CRD
- 39062