James B. Mcgehee
Professional summary
James Bernard Mcgehee, CFP®, who also goes by James B Mcgehee, James Mcgehee, Jim Mcgehee, is a registered financial advisor currently at MCGEHEE WEALTH ADVISORY GROUP, INC. located in Indian Land, South Carolina.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. James has worked at 4 firms and has passed the Series 65, Series 63, Series 2, Series 7 and Series 6 exams.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Bernard Mcgehee's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1995
Experience
June 9, 2014 - Present
MCGEHEE WEALTH ADVISORY GROUP, INC.
Office #1: 8461 Possum Hollow Rd Suite E112, Indian Land, SC 29707September 2, 2005 - June 3, 2010
ALPHA FINANCIAL ADVISORS, LLC
July 15, 1994 - November 14, 1994
CALTON & ASSOCIATES, INC.
March 28, 1994 - April 19, 1994
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/7/2015)
(6/9/2014)
(2/8/2022)
(6/17/2014)
(10/31/2014)
Exams
Series 2
Date: 12/30/1994
Non-Member General Securities ExaminationCurrent Firm
MCGEHEE WEALTH ADVISORY GROUP, INC.
CRD#: 153804 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 142 |
| AUM (Assets Under Management) | $ 78,005,798 |
Red Flags
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Company Information
MCGEHEE WEALTH ADVISORY GROUP, INC.
CRD#: 153804Indian Land, SC 29707TRUST BUT VERIFY
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