James McKee, financial advisor Hurricane WV

James McKee

CRD Number: 4884175
Current Firm: Mckee Wealth Management

James McKee (CRD# 4884175) is an Investment Advisor Representative working at Mckee Wealth Management in Hurricane, WV and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Mckee Wealth Management Nitro, WV Mar 2015 - Current 9
First Summit Financial Sanford, FL Mar 2009 - Current 15
Mckee & Associates, LLC Nitro, WV Apr 2007 - Current 17
Home Builders Association Of Greater Charleston South Charleston, WV Jan 2005 - Current 19
Southeast Investments, N.c. Inc. Charlotte, NC Mar 2017 - Jun 2017 < 1
Lincoln Financial Securities Corp Kenova, WV Feb 2009 - Mar 2015 6
Crump Life Insurance, Inc. Charlotte, NC Jun 2007 - Dec 2014 7
Mountwest Community & Technical College Huntington, WV Jan 2014 - Jun 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2005
Contact Info for James H. McKee
By the Numbers
  • Total Assets Under Management
    2
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $328,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

WV

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