Meghan McGee, financial advisor Mobile AL
93 score

Meghan McGee

CRD Number: 5926779
Current Firm: Newport Group Consulting, LLC

Meghan McGee (CRD# 5926779) is an Investment Advisor Representative working at Newport Group Consulting, LLC in Mobile, AL and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Dailyaccess Corp Mobile, AL Jul 2013 - Current 4
Interserv, LLC Mobile, AL Jul 2013 - Current 4
Oppenheimer Funds Distributor, Inc. Centennial, CO Jan 2012 - May 2013 1
Oppenheimer Funds Distributor, Inc. Centennial, CO May 2011 - Feb 2013 1
Oppenheimer Funds Distributor, Inc. Centennial, CO Mar 2012 - Dec 2012 < 1
Town Of Parker Parker, CO May 2003 - Dec 2012 9
Project C.u.r.e. Centennial, CO Feb 2011 - Apr 2011 < 1
Office Of The Governor Denver, CO Sep 2010 - Jan 2011 < 1
Ymca Of Boulder Valley Boulder, CO Sep 2008 - Jan 2011 2
University Of Colorado Outdoor Program Boulder, CO Aug 2007 - Aug 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2012
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Meghan D. McGee
Phone Number: 407-333-2905
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States


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

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