Chris Mcgee
Professional Summary
Chris Mcgee, who also goes by Christopher Jay Mcgee, is a registered financial advisor currently at ENDEAVOR PRIVATE WEALTH, INC. located in Topeka, Kansas. Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Chris has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Chris Mcgee, Christopher Jay Mcgee
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
MAINSAIL FINANCIAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J. ALDEN ASSOCIATES, INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
MAINSAIL FINANCIAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J. ALDEN ASSOCIATES, INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
MAINSAIL FINANCIAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J. ALDEN ASSOCIATES, INC.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
MAINSAIL FINANCIAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J. ALDEN ASSOCIATES, INC.
Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
MAINSAIL FINANCIAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J. ALDEN ASSOCIATES, INC.
Current Firm
ENDEAVOR PRIVATE WEALTH, INC. | TITAN WEALTH MANAGEMENT | GOODELL WEALTH MANAGEMENT, LLC
Contact Information
Main Address
2951 Sw Woodside Dr., Topeka, KS 66614Phone Number
(785) 329-2510# of Employees
13SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
2,138AUM (Assets Under Management)
$595,349,686Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
MAINSAIL FINANCIAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J. ALDEN ASSOCIATES, INC.
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.
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
MAINSAIL FINANCIAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J. ALDEN ASSOCIATES, INC.
Primary Firm SEC Registration
ENDEAVOR PRIVATE WEALTH, INC. | TITAN WEALTH MANAGEMENT | GOODELL WEALTH MANAGEMENT, LLC
State Registrations and Notice Filings
(6/7/2021)
(8/23/2021)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
MAINSAIL FINANCIAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J. ALDEN ASSOCIATES, INC.
CRS (Client Relationship Summary) - RIA
Click below to view Chris Mcgee's CRS (Customer Relationship Summary).
Similar Advisors
INDEPENDENT ADVISOR ALLIANCE, LLC
MAINSAIL FINANCIAL GROUP
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J. ALDEN ASSOCIATES, INC.