CM
Charles D. Mcgee
FIRST COMMAND ADVISORY SERVICES
Yorktown, VA
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CRD#: 4032518
CM
Professional summary
Charles Dennis Mcgee, CFP®, who also goes by Chuck Mcgee, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Yorktown, Virginia and FIRST COMMAND BROKERAGE SERVICES, INC. located in Newport News, Virginia.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Charles has worked at 3 firms and has passed the Series 65, Series 63, Series 99TO, Series 7TO, SIE, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Chuck 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.
OBA 1: MCGEE LIFE PLANNING LLC - OWNER - FOR FIRST COMMAND BUSINESS. OBA 2: Name of the other business: McGee Aviation, LLC ; Whether the business is investment-related: Not Investment-related ; Address of the other business: ; Nature of the other business: LLC for operating aircraft ; Your position, title, or relationship with the other business: Owner ; The start date of your relationship: 01/2013 ; The approximate number of hours/month you devote to the other business: <5% ; The number of hours you devote to the other business during securities trading hours: ; Briefly describe your duties relating to the other business: Managing and flying my airplane for business and personal use. More than 50% of flying is personal and the remaining is used to visit clients, go to the HO for required meetings and the annual advisor conference when convenient
CRS (Client Relationship Summary) - RIA
Click below to view Charles Dennis 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®
CFP®
Start date: 2006
Experience
Current
December 15, 2015 - Present
FIRST COMMAND ADVISORY SERVICES
Office #2: 11827 Canon Blvd Suite 100, Newport News, VA 23606RIA
CRD#: 281958
Yorktown, VA
Current
October 7, 1999 - Present
FIRST COMMAND BROKERAGE SERVICES, INC.
Office #1: 11827 Canon Blvd Suite 100, Newport News, VA 23606BD
CRD#: 3641
Newport News, VA
Past
September 2, 2005 - December 15, 2015
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
BLOOMINGTON, MN
Past
April 12, 2004 - September 2, 2005
FIRST COMMAND BANK
RIA
CRD#: 128851
FORT WORTH, TX
Past
February 4, 2004 - April 12, 2004
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
BLOOMINGTON, MN
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".
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
Registered Investment Advisory firm - (7/28/2005 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
Alabama(7/29/2025)
RR
Arizona(8/17/2007)
RR
Delaware(10/25/2023)
RR
District of Columbia(3/28/2012)
RR
Florida(1/4/2010)
RR
Georgia(2/26/2008)
RR
Illinois(6/5/2009)
RR
Maine(2/27/2025)
RR
Maryland(1/11/2005)
RR
Massachusetts(3/1/2013)
RR
Michigan(6/24/2013)
RR
Mississippi(1/5/2022)
RR
Nebraska(5/11/2017)
RR
New Hampshire(4/20/2010)
RR
New York(1/12/2005)
RR
North Carolina(8/13/2009)
RR
Ohio(4/5/2011)
RR
Oklahoma(6/2/2025)
IAR
Oklahoma(6/2/2025)
RR
Oregon(8/2/2019)
RR
South Carolina(5/10/2012)
RR
Texas(3/4/2010)
IAR
Texas(12/15/2015)
RR
Virginia(10/18/1999)
IAR
Virginia(12/15/2015)
RR
Wisconsin(10/28/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
RR
Series 7TO
Date: 6/5/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES
CRD#: 281958 / SEC#: 801-56942
RIA
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Contact information
Main Address
1 Firstcomm Plaza, Fort Worth, TX 76109
Mailing Address
Po Box 2387, Fort Worth, TX 76113-2387
Phone number
(817) 731-8621
Established
Firm type
Fiscal year end
# of Employees
1,787
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 110,166 |
| AUM (Assets Under Management) | $ 22,090,760,499 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
