Mcgehee Wealth Advisory Group, Inc.
Mcgehee Wealth Advisory Group, Inc. (CRD# 153804) is a financial advisory firm headquartered in Charlotte, NC. They manage $47,400,000 in 150 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management47MILLION
Total Number of Accounts150ACCOUNTS
Average Account Value$316,000
- 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
CO, NC, TX, VA
James McGehee (CRD# 2465696) is an Investment Advisor Representative working at Mcgehee Wealth Advisory Group, Inc. in Charlotte, NC and has over 22 years of experience in the finance industry. James McGehee 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.
Grant Davis (CRD# 4374623) is an Investment Advisor Representative working at Mcgehee Wealth Advisory Group, Inc. in Denver, CO and has 1 year of experience in the finance industry.