Fabian McBee, financial advisor Phoenix AZ
93 score

Fabian McBee

CRD Number: 5503616
Current Firm: Financial Engines Advisors LLC

Fabian McBee (CRD# 5503616) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Phoenix, AZ and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Phoenix, AZ Sep 2008 - Current 9
University Of Phoenix Phoenix, AZ Jan 2007 - Current 10
Apfinancial Phoenix, AZ Oct 2007 - Jun 2008 < 1
Intersecurities, Inc. Phoenix, AZ Oct 2007 - Jun 2008 < 1
Innergy Lending Phoenix, AZ Oct 2007 - Jun 2008 < 1
Scottsdale Community College Scottsdale, AZ Aug 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2008
S65 NASAA Investment Advisors Law Examination Nov 2008
Contact Info for Fabian P. McBee
Phone Number: 408-498-6000
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    113,424
    MILLIONS
  • Total Number of Accounts
    932,089
    ACCOUNTS
  • Average Account Value
    $121,688
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
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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