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Advisors / Virginia / Roanoke
1yr

Liam McBride

Financial advisor at Equitable Advisors

Based in Roanoke, Virginia, Liam McBride is a fiduciary financial advisor with 1 year of industry experience. Liam has been with Equitable Advisors since 2026. Equitable Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.

One of 365 advisors with offices in Roanoke, and one of 350 fiduciaries.

Roanoke, VA 24018Fiduciary advisor
Call the officeDirections

At a glance

Experience1 years (since 2025)
How that compares ?1 years in the industry
Office2408 Electric Rd 2nd Floor, Roanoke, VA 24018
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state

Services through Equitable Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Feb 2026 – now

Questions to ask Liam

Tailored to Liam’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Liam

How do I contact Liam?

Call Liam’s local office at (540) 386-5066 or the Equitable Advisors main office at (212) 314-4600, and ask for Liam McBride.

How long has Liam been a financial advisor?

Liam has been in the industry since 2025, about 1 years. 1 years in the industry.

What licenses does Liam hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Liam a fiduciary?

Liam is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Liam paid?

Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Liam for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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