Gary P. Mcgee

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

LAFAYETTE, LA 70508

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CRD#: 4171082

Professional summary

Gary Paul Mcgee is a registered financial advisor currently at ADVANTAGE WEALTH MANAGEMENT, L.L.C. located in Lafayette, Louisiana.

Gary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Gary has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Paul 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®

None

Experience

Current

December 21, 2005 - Present

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

Office #1: 100 Asma Blvd. Suite 203, Lafayette, LA 70508

RIA

CRD#: 135092

LAFAYETTE, LA

Past

May 18, 2000 - June 17, 2002

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

May 18, 2000 - June 17, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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.

Highlighted states indicate IAR registrations

IAR

Louisiana
(12/21/2005)

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

State Security Law Exam

IAR

Series 65

Date: 11/11/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/14/2001

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/17/2000

General Securities Representative Examination

Current Firm

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

ADVANTAGE WEALTH MANAGEMENT, L.L.C. | THERESA AGUILLARD INVESTMENTS | AGUILLARD, THERESA, MARIE, FOLSE

CRD#: 135092 / SEC#:

Florida

Registered Investment Advisory firm - (12/21/2011 Terminated)

Louisiana

Registered Investment Advisory firm - (4/29/2005 Approved)

Texas

Registered Investment Advisory firm - (10/5/2006 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

2600 Ambassador Caffery Pkwy Suite G, Lafayette, LA 70506

Mailing Address

Phone number

(337) 210-1264

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	39
AUM (Assets Under Management)	$ 4,875,454

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Gary P. Mcgee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gary Paul Mcgee's CRS (Customer Relationship Summary).

Certified licenses

Experience

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/11/2008

Series 66

Date: 8/14/2001

Series 7

Date: 5/17/2000

Current Firm

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVANTAGE WEALTH MANAGEMENT, L.L.C.

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