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Philip Joe Mcbride

ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, Nebraska
SIE, Series 7, Series 66CFPClean record18 years registeredALLEN CAPITAL GROUP, LLC
3540 PRAIRIEVIEW STREET, GRAND ISLAND, NE 68803CRD# 5303038Firm CRD# 135879

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Joe Mcbride · GRAND ISLAND, NE
Registration
CRD #5303038 · ALLEN CAPITAL GROUP, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

ALLEN CAPITAL GROUP, LLC
Sep 2014 – present
CWM, LLC
Jul 2011 – Sep 2014
OMAHA, NE
LPL FINANCIAL LLC
Mar 2009 – Aug 2011
OMAHA, NE
SECURIAN FINANCIAL SERVICES, INC.
Aug 2007 – Feb 2009
OMAHA, NE
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · August 30, 2007
Years registered · 18
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ALLEN CAPITAL GROUP, LLC
CRD 135879 · SEC 801-64514
AUM
$998M
Regulatory assets under management
Employees
38
6,140 client accounts
Services offered by ALLEN CAPITAL GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ALLEN CAPITAL GROUP, LLC →
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05

Frequently Asked Questions

What services does Philip Joe Mcbride offer?
Philip Joe Mcbride specializes in Financial Planning, Investment Management. Contact their office in GRAND ISLAND, Nebraska for a consultation.
What are Philip Joe Mcbride's credentials?
Philip Joe Mcbride holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Philip Joe Mcbride located?
Philip Joe Mcbride is based in GRAND ISLAND, Nebraska, working with ALLEN CAPITAL GROUP, LLC. Their office serves clients in the GRAND ISLAND metropolitan area and surrounding communities.
How does Philip Joe Mcbride charge for services?
Philip Joe Mcbride's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALLEN CAPITAL GROUP, LLC?
ALLEN CAPITAL GROUP, LLC has approximately 38 employees and manages $998M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ALLEN CAPITAL GROUP, LLC

Mark Jerome Allen
GRAND ISLAND, NE
CFP
Kent Kurtis Koch
GRAND ISLAND, NE
Eric Jerome Allen
GRAND ISLAND, NE
Steven Eugene Wilbur
GRAND ISLAND, NE
Travis James Portwood
GRAND ISLAND, NE
CFP
Michael David Stanton
GRAND ISLAND, NE

More Advisors in GRAND ISLAND, Nebraska

Shane Tyler Wissmann
ALLEN CAPITAL GROUP, LLC·GRAND ISLAND, NE

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