Richard McRee, financial advisor Madison MS
93 score

Richard McRee

CRD Number: 1018973
Current Firm: Edward Jones

Richard McRee (CRD# 1018973) is an Investment Advisor Representative working at Edward Jones in Madison, MS and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Apr 2009 - Current 7
Wachovia Securities, LLC Ridgeland, MS Jan 2008 - Apr 2009 1
Wachovia Securities, LLC Ridgeland, MS Jan 2008 - Apr 2009 1
A. G. Edwards & Sons, Inc. Ridgeland, MS Sep 1981 - Apr 2009 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1982
S66 NASAA Uniform Combined State Law Examination Aug 2005
Contact Info for Richard K. McRee
Phone Number: 314-515-2000
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
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
  • 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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