John McGeeCRD Number: 6218938
Current Firm: Eagle Strategies LLC
John McGee (CRD# 6218938) is an Investment Advisor Representative working at Eagle Strategies LLC in Windsor, CO and has over 9 years of experience in the finance industry.
Raymond James & Associates, Inc.
Ubs Financial Services Inc.
Wells Fargo Advisors Financial Network, LLC
|High Point Financial Group, LLC||Windsor, CO||Jan 2019 - Current||4|
|Eagle Strategies LLC||Fort Collins, CO||Jul 2015 - Current||7|
|Nylife Securities, LLC||Arvada, CO||Jul 2013 - Current||9|
|New York Life Insurance||Arvada, CO||Jun 2013 - Current||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2015|
|S63||Uniform Securities State Law Examination||May 2014|
Total Assets Under Management16,667MILLIONS
Total Number of Accounts87,580ACCOUNTS
Average Account Value$190,309
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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