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Gregory L. Mcgee

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CRD#: 4743454
GM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Gregory Lynn Mcgee SR was a registered financial professional .

Gregory is a previously registered financial professional and started their career in finance in 2004. Gregory had worked at 3 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
Insurance Agent, Sole Proprietor; 101 SE Parkway Court Suite 210 Franklin, TN 37064, 03/2009, 32 hours/month, 32 hour/month during trading. Provide insurance products and services. Retirement Solutions Group, LLC; Principal; 101 SE Parkway Court Suite 210 Franklin, TN 37064; 11/2017, Estate Planning Services (Document Execution/Notarization, Plan Reviews, Generation Vault access/Online Document Storage & Estate Settlement Assistance)

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 29, 2017 - October 24, 2025

RETIREMENT SOLUTIONS GROUP

RIA
CRD#: 289069
FRANKLIN, TN
Past

July 7, 2004 - May 25, 2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

BD
CRD#: 2580
FORT WAYNE, IN
Past

July 7, 2004 - March 31, 2009

OSAIC FA, INC.

BD
CRD#: 3978
NASHVILLE, TN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 10/17/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


RS
RETIREMENT SOLUTIONS GROUP
RETIREMENT SOLUTIONS GROUP | RETIREMENT SOLUTIONS GROUP, INC.

CRD#: 289069 / SEC#:

Tennessee
Registered Investment Advisory firm - (11/29/2017 Approved)
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Contact information


Main Address
101 Se Parkway Ct Suite 210, Franklin, TN 37064
Mailing Address
Phone number
(615) 467-6300
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

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.

Company Information


RETIREMENT SOLUTIONS GROUP

CRD#: 289069

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