Steven Magehee (CRD# 6819610) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Sugar Land, TX and has over 6 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 |
|---|---|---|---|
| J.w. Cole Financial, Inc. | Tampa, FL | May 2020 - Current | 3 |
| J.w. Cole Advisors, Inc. | Tampa, FL | Nov 2019 - Current | 4 |
| Grace Community Fellowship | Needville, TX | Feb 2004 - Current | 20 |
| Edward Jones | St Louis, MO | Jun 2017 - Jun 2018 | 1 |
| Alief Independent School District | Houston, TX | Aug 2012 - Nov 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2017 |
- TX
-
Total Assets Under Management5,736MILLIONS
-
Total Number of Accounts25,612ACCOUNTS
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Average Account Value$223,952
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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)
- Educational seminars/workshops
- Other
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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