TM
Timothy M. Mcgee
KESTRA ADVISORY SERVICES
ESTERO, FL
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CRD#: 3050601
TM
Professional summary
Timothy Michael Mcgee, AIF®, who also goes by Tim Mcgee, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Estero, Florida and KESTRA INVESTMENT SERVICES, LLC located in Fort Myers, Florida.
Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Timothy has worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tim Mcgee
Other business activities
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.
Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Advisor Start Date: 7/18/2016 Hours per month: 21% - 30% (33 - 48 hours) Hours per month during trading hours: 21% - 30% (29 - 42 hours) Duties: Sales and client consulting Business Name: Property Brothers FL, LLC Investment Related: No Address: 21119 Palese Drive Estero FL 33928 Nature of Business: Real Estate Position, Title or Relationship: 50% Partner Start Date: 9/20/2018 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Consider purchases and procure renovation Business Name: ORANGE BLOSSOM EQUITY PARTNERS, LLC POSITION: Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2022 0ADDRESS: 21119 Palese Dr, Estero FL 33928 DESCRIPTION: Purchase of passive income through rental properties and occasional sale of properties. Business Name: HUB INTERNATIONAL POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 180 SECURITIES TRADING HOURS: 130 START DATE: 11/01/2020 ADDRESS: 12500 South Tamiami Trail, Fort Myers FL 33907 DESCRIPTION: Client Advisor for Employee Benefits, Retirement Plans, and Individual Insurance Products
CRS (Client Relationship Summary) - RIA
Click below to view Timothy Michael Mcgee's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
August 24, 2016 - Present
KESTRA ADVISORY SERVICES, LLC
Office #2: 12500 S Tamiami Trail, Fort Myers, FL 33907RIA
CRD#: 283330
ESTERO, FL
Current
August 5, 2016 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 12500 S Tamiami Trail, Fort Myers, FL 33907BD
CRD#: 42046
Fort Myers, FL
Current
January 25, 2021 - Present
HUB INTERNATIONAL INVESTMENT SERVICES INC.
Office #1: 9200 Ward Parkway, Suite 500, Kansas City, MO 64114BD
CRD#: 150252
Kansas City, MO
Past
April 4, 2012 - August 19, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
FT. MYERS, FL
Past
October 28, 2011 - August 19, 2016
LPL FINANCIAL LLC
BD
CRD#: 6413
FT. MYERS, FL
Past
November 12, 2010 - October 17, 2011
MSC - BD, LLC
BD
CRD#: 142927
LAKE OSWEGO, OR
Past
June 23, 2008 - December 3, 2008
MSC - BD, LLC
BD
CRD#: 142927
LAKE OSWEGO, OR
Past
March 10, 2006 - June 21, 2006
COUNTRYWIDE INVESTMENT SERVICES, INC.
BD
CRD#: 103919
NAPLES, FL
Past
January 27, 2004 - March 29, 2006
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
SHARON, MA
Past
December 21, 1998 - January 9, 2004
EATON VANCE DISTRIBUTORS, INC.
BD
CRD#: 37731
BOSTON, MA
Past
July 7, 1998 - November 3, 1998
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(5/17/2023)
RR
Florida(8/5/2016)
IAR
Florida(8/24/2016)
RR
North Carolina(7/21/2025)
RR
Ohio(3/8/2024)
RR
Pennsylvania(8/5/2016)
RR
Texas(2/14/2019)
RR
Utah(1/6/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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.
