John McKee, financial advisor Redwood City CA

John McKee

CRD Number: 1931547
Current Firm: Arkadios Wealth Advisors

John McKee (CRD# 1931547) is an Investment Advisor Representative working at Arkadios Wealth Advisors in Redwood City, CA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Arkadios Capital Atllanta, GA Jul 2021 - Current 2
Arkadios Wealth Advisors Atlanta, GA Jul 2021 - Current 2
Investment Architects, Inc. Redwood Shores, CA Apr 1989 - Jul 2021 32
Personal Portfolios, Inc. Redwood Shores, CA Nov 1988 - Jul 2021 32
Resource Investment Architects, Inc. Petaluma, CA Dec 1997 - Nov 2019 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
Contact Info for John H. McKee
Phone Number: 404-445-0035
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,758
    MILLIONS
  • Total Number of Accounts
    8,782
    ACCOUNTS
  • Average Account Value
    $200,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, LA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA, WI, WY

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