Brooks McGee (CRD# 6097412) is an Investment Advisor Representative working at Icon Wealth Partners in Houston, TX and has over 11 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Icon Wealth Advisors LLC | Houston, TX | Aug 2022 - Current | 1 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Sep 2020 - Current | 3 |
| Icon Wealth Partners, LLC | Houston, TX | Jun 2020 - Aug 2022 | 2 |
| Avalon Advisors, LLC | Houston, TX | Jul 2012 - Jun 2020 | 7 |
| Avalon Wealth Management LLC | Houston, TX | Jul 2012 - Jun 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- TX
-
Total Assets Under Management1,905MILLIONS
-
Total Number of Accounts3,998ACCOUNTS
-
Average Account Value$476,554
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, FL, GA, LA, NH, NY, TX
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