Mark Donald Mckee
Professional Summary
Mark Donald Mckee was a registered financial advisor. Mark was a previously registered financial professional and started their career in finance 1998 - 2016. Mark had worked at 5 firms and has passed the Series 63, SIE, Series 87, Series 86, Series 7, Series 6, Series 27 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
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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.
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Years of Experience
28 years in the financial services industry
Current & Past Employments
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Current Firm
TLG LENOX, LLC
Contact Information
Main Address
3384 Peachtree Road Ne, Suite 300, Atlanta, GA 30326Mailing Address
3384 Peachtree Road Ne, Suite 300, Atlanta, GA 30326Phone Number
(404) 419-1660Established
Georgia since 11/26/2003Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| LENOX CAPITAL PARTNERS, LLC | OWNER/MEMBER | — |
| FITE, JAMES MELODY JR. | PRESIDENT/CEO/CFO/FINOP/EXECUTIVE REPRESENTATIVE/CHIEF COMPLIANCE OFFICER | 4070999 |
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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
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Dec 2005About the Series 87 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 1998About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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