Peter Joseph Mcgee
Professional Summary
Peter Joseph Mcgee is a registered financial advisor currently at CHIEF ADVISORS CORP located in Overland Park, Kansas. Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. Peter has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 15, Series 5, Series 18, Series 1 and Series 4 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
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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.
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Years of Experience
53 years in the financial services industry
Current & Past Employments
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Current Firm
CHIEF ADVISORS CORP | CHIEF ADVISORS CORPORATION
Contact Information
Main Address
110 E. Iron Ave, Suite B, Salina, KS 67401Mailing Address
P.o. Box 1364, Salina, KS 67402-1364Phone Number
(785) 827-7700# of Employees
7Documents
Regulatory Assets Under Management
Total Number of Accounts
185AUM (Assets Under Management)
$70,917,900Similar Advisors
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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.
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State Registrations and Notice Filings
(9/2/2011)
(4/26/2013)
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.
Series 15 — Foreign Currency Options Examination
Passed Dec 1984Series 5 — Interest Rate Options Examination
Passed Jul 1982Series 18 — Securities Industry Rules and Regulations Examination
Passed Oct 1980Series 1 — Registered Representative Examination
Passed Oct 1973Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Peter Joseph Mcgee's CRS (Customer Relationship Summary).
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