Seth McBee (CRD# 4214654) is an Investment Advisor Representative working at Mcbee Advisors, Inc. in Glendale, AZ and has over 23 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Advisors Group, LLC | Halfmoon, NY | Dec 2023 - Current | < 1 |
| Mcbee Advisors, Inc. | Bellevue, WA | Jun 2017 - Current | 6 |
| Hbw Securities LLC | Simi Valley, CA | May 2016 - Jun 2017 | 1 |
| Hbw Advisory Services LLC | Simi Valley, CA | May 2016 - Jun 2017 | 1 |
| Hbw Phoenix, Inc. | Phoenix, AZ | May 2016 - Jun 2017 | 1 |
| Adirondack Trading Group, LLC | New Woodstock, NY | Dec 2014 - May 2016 | 1 |
| Mcbee Advisors | Bellevue, WA | Jan 2004 - May 2016 | 12 |
| Securities Service Network, Inc. | Knoxville, TN | Jan 2004 - Dec 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2000 |
- AZ
- ID
- TX
- WA
-
Total Assets Under Management43MILLIONS
-
Total Number of Accounts330ACCOUNTS
-
Average Account Value$130,526
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- 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
- Pension consulting services
- Other
AZ, CA, ID, OR, TX, WA
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