Jennifer McGee (CRD# 2174305) is an Investment Advisor Representative working at Equity Management Group in Camarillo, CA and has over 29 years of experience in the finance industry.
CRD# 5656946
The Lynd Group Advisors, LLC
CRD# 6139451
Lincoln Financial Advisors Corporation
CRD# 2781617
Thalassa Capital LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equity Management Group | Thousand Oaks, CA | Jul 1992 - Current | 31 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 1995 |
- CA
-
Total Assets Under Management56MILLIONS
-
Total Number of Accounts90ACCOUNTS
-
Average Account Value$625,458
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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