John McKeeCRD Number: 1931547
Current Firm: Resource Investment Architects, Inc.
John McKee (CRD# 1931547) is an Investment Advisor Representative working at Resource Investment Architects, Inc. in Redwood City, CA and has over 28 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Three Bell Capital LLC
Parker Investment Management, LLC
|Resource Investment Architects, Inc.||Petaluma, CA||Dec 1997 - Current||20|
|Investment Architects, Inc.||Redwood Shores, CA||Apr 1989 - Current||28|
|Personal Portfolios, Inc.||Redwood Shores, CA||Nov 1988 - Current||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1989|
Total Assets Under Management295MILLIONS
Total Number of Accounts835ACCOUNTS
Average Account Value$353,306
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, FL, NV, OR, TX, UT, WA