Ryan McKee (CRD# 6747254) is an Investment Advisor Representative working at Catalyst Wealth Advisors LLC in Newport Beach, CA and has over 7 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Catalyst Wealth Advisors LLC | Newport Beach, CA | May 2018 - Current | 5 |
Securian Financial Services, Inc. | St. Paul, MN | Oct 2017 - May 2018 | < 1 |
Tax & Financial Group | Newport Beach, CA | Jan 2017 - May 2018 | 1 |
Securian Financial Services Inc. | St. Paul, MN | Jan 2017 - Oct 2017 | < 1 |
Firefly Capital, LLC | Newport Beach, CA | Jan 2016 - Dec 2016 | < 1 |
Mckee Family Office | Newport Beach, CA | Jan 2014 - Dec 2016 | 2 |
R3m Investments, LLC | Newport Beach, CA | Sep 2010 - Dec 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- CA
- NY
- TX
-
Total Assets Under Management132MILLIONS
-
Total Number of Accounts84ACCOUNTS
-
Average Account Value$1,576,703
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NY, TX
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