John McGee, financial advisor Westlake TX

John McGee

CRD Number: 7382523
Current Firm: Charles Schwab & Company, Inc.

John McGee (CRD# 7382523) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Westlake, TX Dec 2022 - Current 1
Td Ameritrade Southlake, TX Jun 2021 - Dec 2022 1
Sugar Land Veterinary Specialists & 24-hour Care Sugar Land, TX Oct 2019 - May 2021 1
The Liberty Group Houston, TX Jul 2019 - Oct 2019 < 1
Oak Creek Village Apartments Austin, TX Mar 2019 - Jun 2019 < 1
Full Time Education College Station, TX Jan 2018 - Feb 2019 1
Insite Magazine College Station, TX Jul 2017 - Dec 2017 < 1
Full Time Education College Station, TX Sep 2016 - Jun 2017 < 1
Time Inc. The Drive Brooklyn, NY May 2016 - Aug 2016 < 1
Travis Bryan Municipal Golf Course Bryan, TX Sep 2015 - Feb 2016 < 1
Full Time Education College Station, TX Dec 2013 - Aug 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2021
S66 NASAA Uniform Combined State Law Examination Sep 2023
Contact Info for John C. McGee
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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