James McGehee, financial advisor Wheat Ridge CO
81 score

James McGehee

CRD Number: 5562429
Current Firm: Mcgehee Wealth Management Inc.

James McGehee (CRD# 5562429) is an Investment Advisor Representative working at Mcgehee Wealth Management Inc. in Wheat Ridge, CO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Mcgehee Wealth Management Inc. Wheat Ridge, CO Jun 2016 - Current < 1
Waddell & Reed, Inc. Denver, CO Jun 2016 - Current < 1
Various Insurance Carriers For W&r Insurance Agencies Northglenn, CO Jul 2008 - Current 8
Mcgehee, Davis & Associates, Inc. Wheat Ridge, CO Jan 1988 - Current 28
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for James W. McGehee
Phone Number: 303-421-0220
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO

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BADGES
81

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