Paul McGehee, financial advisor Lake Placid FL

Paul McGehee

CRD Number: 1525620
Current Firm: Edward Jones

Paul McGehee (CRD# 1525620) is an Investment Advisor Representative working at Edward Jones in Lake Placid, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2019 - Current 2
Unemployed Lake Placid, FL Jun 2019 - Sep 2019 < 1
Glades Electric Cooperative Inc. Moore Haven, FL Oct 2006 - May 2019 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Paul McGehee
Phone Number: 314-515-2000
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    519,780
    MILLIONS
  • Total Number of Accounts
    3,701,715
    ACCOUNTS
  • Average Account Value
    $140,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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