Christopher J. Mcbee

AVION WEALTH

The Woodlands, TX 77381-3913

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CRD#: 5651350

Professional summary

Christopher James Mcbee, who also goes by Christopher Mcbee, is a registered financial advisor currently at AVION WEALTH located in The Woodlands, Texas.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christopher has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christopher Mcbee

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 Christopher James Mcbee's CRS (Customer Relationship Summary).

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

March 29, 2023 - Present

AVION WEALTH

Office #1: 2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913

RIA

CRD#: 134242

The Woodlands, TX

Past

August 7, 2019 - January 27, 2023

FORESIDE FUND SERVICES, LLC

CRD#: 46106

PORTLAND, ME

Past

August 5, 2014 - June 20, 2019

INVESCO ADVISERS, INC.

RIA

CRD#: 105360

HOUSTON, TX

Past

August 5, 2014 - June 20, 2019

INVESCO DISTRIBUTORS, INC.

CRD#: 7369

HOUSTON, TX

Past

July 10, 2009 - July 29, 2014

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

HOUSTON, TX

Past

April 28, 2009 - July 29, 2014

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

HOUSTON, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

AVION WEALTH

AVION WEALTH | EFFICIENT WEALTH MANAGEMENT, LLC | EFFICIENT WEALTH MANAGEMENT LLC | EFFICIENT WEALTH MANAGEMENT | AVION WEALTH, LLC

CRD#: 134242 / SEC#: 801-99351

RIA

Registered Investment Advisory firm - (6/8/2015 Approved)

California

Registered Investment Advisory firm - (7/11/2015 Terminated)

Texas

Registered Investment Advisory firm - (6/11/2015 Terminated)

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).

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

Texas
(3/29/2023)

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 66

Date: 6/5/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/27/2009

General Securities Representative Examination

Current Firm

AVION WEALTH

AVION WEALTH | EFFICIENT WEALTH MANAGEMENT, LLC | EFFICIENT WEALTH MANAGEMENT LLC | EFFICIENT WEALTH MANAGEMENT | AVION WEALTH, LLC

CRD#: 134242 / SEC#: 801-99351

RIA

Registered Investment Advisory firm - (6/8/2015 Approved)

California

Registered Investment Advisory firm - (7/11/2015 Terminated)

Texas

Registered Investment Advisory firm - (6/11/2015 Terminated)

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Contact information

Main Address

2829 Technology Forest Boulevard Suite 300, The Woodlands, TX 77381-3913

Mailing Address

Phone number

(281) 528-1200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ADV PART 2 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	1,523
AUM (Assets Under Management)	$ 848,721,665

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.

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Christopher J. Mcbee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher James Mcbee's CRS (Customer Relationship Summary).

Certified licenses

Experience

FORESIDE FUND SERVICES, LLC

INVESCO ADVISERS, INC.

INVESCO DISTRIBUTORS, INC.

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

AVION WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 6/5/2009

SIE

Date: 10/1/2018

Series 7

Date: 4/27/2009

Current Firm

AVION WEALTH

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AVION WEALTH

TRUST BUT VERIFY

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