Jeffrey Mcgee
Professional Summary
Jeffrey Mcgee, who also goes by Jeffrey Lee Mcgee, is a registered financial advisor currently at RESOLUTE INVESTMENT DISTRIBUTORS, INC. located in Irving`, Texas. Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1990. Jeffrey has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jeffrey Lee Mcgee
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN BEACON PARTNERS | RESOLUTE INVESTMENT DISTRIBUTORS, INC.
Contact Information
Main Address
220 East Las Colinas Blvd. Ste. 1200, Irving, TX 75039Mailing Address
220 East Las Colinas Blvd. Ste. 1200, Irving, TX 75039Phone Number
(817) 391-6100Established
Delaware since 02/02/2017Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/14/2025)
(1/14/2025)
(1/14/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 1990About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jeffrey Mcgee's CRS (Customer Relationship Summary).
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