JM
James H. Mckee
MCKEE WEALTH MANAGEMENT
Hurricane, WV 25526
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CRD#: 4884175
JM
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
James Mckee
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.
1. MCKEE WEALTH MANAGEMENT, LLC: 3060 Mount Vernon Road, Ste 1, Hurricane, WV 25526. MCKEE WEALTH MANAGEMENT, LLC IS A REGISTERED INVESTMENT ADVISORY FIRM. I am PRESIDENT, CCO, Owner, and AN INVESTMENT ADVISORY REPRESENTATIVE OF THE FIRM. I will DEVOTE 160 HOURS PER MONTH IN TOTAL, AND APPROXIMATELY 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS ON DUTIES RELATING TO MCKEE WEALTH MANAGEMENT, LLC. DUTIES REVOLVE AROUND THE FIRMS CLIENT PORTFOLIO MANAGEMENT ACTIVITIES AND ACTIVITIES RELATED TO MEETING WITH MCKEE WEALTH MANAGEMENT INVESTMENT ADVISORY CLIENTS. I am compensated by fees.
2. MCKEE & ASSOCIATES, LLC, 3060 Mount Vernon Road, Ste 1, Hurricane, WV 25526. MCKEE & ASSOCIATES, LLC IS AN INSURANCE AGENCY. I am owner and president. I will devote 160 HOURS PER MONTH IN TOTAL, AND APPROXIMATELY 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS ON DUTIES RELATING TO MCKEE & ASSOCIATES, LLC DUTIES REVOLVE AROUND SELLING AND SERVICING COMMISSIONED BASED GROUP BENEFITS, DI, LTC, FIXED AND EQUITY INDEXED ANNUITIES, AND TRADITIONAL LIFE INSURANCE.
I am compensated by commissions.
3. FIRST SUMMIT FINANCIAL, 4907 INTERNATIONAL PARKWAY, SUITE 1071, SANFORD, FL 32771. JAMES H. MCKEE IS AN AGENT OF FSF AND DEVOTES 200+ HOURS PER MONTH IN TOTAL, AND APPROXIMATELY 160 HOURS PER MONTH DURING SECURITIES TRADING HOURS ON DUTIES RELATING TO SELLING TRADITIONAL LIFE AND LONG TERM CARE INSURANCE. I am compensated by commissions.
4. Home Builders Association of Greater Charleston: 540 Third Ave, South Charleston, WV 25303. 01/2005. I am a board member for this Builder Trades board. I will devote 10 hours per month to this business. I am not compensated.
CRS (Client Relationship Summary) - RIA
Click below to view James Howard Mckee'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®
NoneExperience
Current
February 5, 2021 - Present
MCKEE WEALTH MANAGEMENT
Office #1: 3060 Mount Vernon Road Suite 1, Hurricane, WV 25526RIA
CRD#: 182518
Hurricane, WV
Past
April 25, 2017 - June 16, 2017
SOUTHEAST INVESTMENTS, N.C., INC.
BD
CRD#: 43035
CHARLOTTE, NC
Past
April 13, 2015 - December 31, 2020
MCKEE WEALTH MANAGEMENT
RIA
CRD#: 182518
NITRO, WV
Past
March 10, 2009 - March 13, 2015
OSAIC FS, INC.
RIA
CRD#: 3870
KENOVA, WV
Past
March 9, 2009 - March 13, 2015
OSAIC FS, INC.
BD
CRD#: 3870
KENOVA, WV
Past
June 10, 2005 - April 2, 2007
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
CHARLESTON, WV
Past
June 3, 2005 - April 2, 2007
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
CHARLESTON, WV
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
West Virginia(2/5/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MW
MCKEE WEALTH MANAGEMENT
MCKEE WEALTH MANAGEMENT
CRD#: 182518 / SEC#:
North Carolina
Registered Investment Advisory firm - (12/31/2020 Failure to Renew)West Virginia
Registered Investment Advisory firm - (2/5/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3060 Mount Vernon Road Suite 1, Hurricane, WV 25526
Mailing Address
P.o. Box 30, Scott Depot, WV 25560-0030
Phone number
(304) 760-8900
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 7 |
| AUM (Assets Under Management) | $ 2,300,000 |
Red Flags
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Company Information
MCKEE WEALTH MANAGEMENT
CRD#: 182518Hurricane, WV 25526TRUST BUT VERIFY
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