James W. Mcgehee
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.
James Walton Mcgehee, who also goes by James Mcgehee, was a registered financial professional .
James is a previously registered financial professional and started their career in finance in 2008. James had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 19, 2019 - June 7, 2024
MCGEHEE WEALTH MANAGEMENT INC
February 15, 2017 - December 31, 2018
MCGEHEE WEALTH MANAGEMENT INC
July 22, 2016 - December 31, 2016
MCGEHEE WEALTH MANAGEMENT INC
September 4, 2008 - June 2, 2016
WADDELL & REED
August 14, 2008 - June 2, 2016
WADDELL & REED
State Registrations and Notice Filings
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Exams
Current Firm
MCGEHEE WEALTH MANAGEMENT INC
CRD#: 283927 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 24 |
| AUM (Assets Under Management) | $ 3,000,000 |
Red Flags
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