Mcgee Wealth Management, Inc.

Mcgee Wealth Management, Inc. (CRD# 109847) is a financial advisory firm headquartered in Portland, OR. They manage $329,912,773 in 915 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • Total Number of Accounts
    915
    ACCOUNTS
  • Average Account Value
    $360,560
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, OR, TX, WA

Financial Advisors at Mcgee Wealth Management, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
D. Linette Dobbins
CRD#: 1490054
12455 Sw 68th Ave., Portland, OR 97223
96
Wealthminder
score

D. Linette Dobbins (CRD# 1490054) is an Investment Advisor Representative working at Mcgee Wealth Management, Inc. in Portland, OR and has over 26 years of experience in the finance industry. D. Linette Dobbins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer Currin-Gutridge
CRD#: 2352775
12455 Sw 68th Ave., Portland, OR 97223
93
Wealthminder
score

Jennifer Currin-Gutridge (CRD# 2352775) is an Investment Advisor Representative working at Mcgee Wealth Management, Inc. in Portland, OR and has over 17 years of experience in the finance industry.

3
Brian E. Andreosky
CRD#: 4663919
12455 Sw 68th Avenue, Portland, OR 97223
89
Wealthminder
score

Brian Andreosky (CRD# 4663919) is an Investment Advisor Representative working at Mcgee Wealth Management, Inc. in Portland, OR and has over 2 years of experience in the finance industry.

4
Theresa M. Bedard
CRD#: 5193942
12455 Sw 68th Avenue, Portland, OR 97223
89
Wealthminder
score

Theresa Bedard (CRD# 5193942) is an Investment Advisor Representative working at Mcgee Wealth Management, Inc. in Portland, OR and has over 3 years of experience in the finance industry.

5
Judith A. McGee
CRD#: 861504
12455 Sw 68th Ave., Portland, OR 97223
86
Wealthminder
score

Judith McGee (CRD# 861504) is an Investment Advisor Representative working at Mcgee Wealth Management, Inc. in Portland, OR and has over 32 years of experience in the finance industry. Judith McGee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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