Colin McGeeCRD Number: 6104153
Current Firm: H.d. Vest Advisory Services, Inc.
Colin McGee (CRD# 6104153) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Portsmouth, NH and has over 4 years of experience in the finance industry.
United Planners' Financial Services Of America A Limited Partner
Clear View Wealth Advisors, LLC
Northstar Financial Planning, Inc.
|Hd Vest Advisory Services||Portsmouth, NH||Jan 2015 - Current||2|
|Hd Vest Insurance||Irving, TX||Aug 2013 - Current||3|
|Hd Vest Investment Services||Portsmouth, NH||Aug 2012 - Current||4|
|K.l. Mcgee Business Solutions, LLC||Portsmouth, NH||Jan 2005 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management9,187MILLIONS
Total Number of Accounts50,531ACCOUNTS
Average Account Value$181,805
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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, VT, WA, WI, WV