James Howard Mckee
Professional Summary
James Howard Mckee, who also goes by James Mckee, is a registered financial advisor currently at MCKEE WEALTH MANAGEMENT located in Hurricane, West Virginia. James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. James has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Mckee
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
MCKEE WEALTH MANAGEMENT
Contact Information
Main Address
3060 Mount Vernon Road Suite 1, Hurricane, WV 25526Mailing Address
P.o. Box 30, Scott Depot, WV 25560-0030Phone Number
(304) 760-8900# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
4AUM (Assets Under Management)
$763,454Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
(2/5/2021)
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.
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CRS (Client Relationship Summary) - RIA
Click below to view James Howard Mckee's CRS (Customer Relationship Summary).
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