Samuel McGee (CRD# 4551147) is an Investment Advisor Representative working at Crestmont Private Wealth LLC in Boerne, TX and has over 21 years of experience in the finance industry.
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crestmont Private Wealth LLC | Boerne, TX | Jan 2021 - Current | 3 |
| Purshe Kaplan Sterling Investments, Inc. | Albany, NY | Mar 2010 - Oct 2022 | 12 |
| Crestmont Private Wealth LLC | Lakeway, TX | May 2019 - Jan 2021 | 1 |
| Avondale Wealth Management, LLC | Austin, TX | Mar 2010 - Sep 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2002 |
- LA
- TX
-
Total Assets Under Management257MILLIONS
-
Total Number of Accounts616ACCOUNTS
-
Average Account Value$416,645
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CO, LA, TX
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