SM
Scott A. Mckee
LIFETIME WEALTH MANAGEMENT P.C.
Alpharetta, GA
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CRD#: 7271938
SM
Professional summary
Scott Alexander Mckee is a registered financial advisor currently at LIFETIME WEALTH MANAGEMENT P.C. located in Alpharetta, Georgia.
Scott is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Scott has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
Ell, LLC dba Sidecare Group, Not investment related, 3100 Woodale Ct., Alpharetta, GA 30022, Advisory services for execution & implementation of strategy in health growth & development, Managing Member/Owner, Started 2014, 30-60 hours week, 20-40 hrs during trading hours, directly advise leaders of healthcare organizations. Recurrit, LLC dba Tempus, Not investment related, 3100 Woodale Ct., Alpharetta, GA 30022, Software development for time request and billing, Vice President and Owner, Started in 2018, 2-10 hours per week, .5-3 hours during trading hours, owner/direct developers and software sales.
CRS (Client Relationship Summary) - RIA
Click below to view Scott Alexander 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
December 11, 2020 - Present
LIFETIME WEALTH MANAGEMENT P.C.
RIA
CRD#: 145492
Alpharetta, GA
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".
LW
LIFETIME WEALTH MANAGEMENT P.C.
EFG FUNDS | LIFETIME WEALTH MANAGEMENT P.C.
CRD#: 145492 / SEC#: 801-113213
RIA
Registered Investment Advisory firm - (5/15/2018 Approved)Texas
Registered Investment Advisory firm - (5/17/2018 Terminated)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
Georgia(12/11/2020)
Current Firm
LW
LIFETIME WEALTH MANAGEMENT P.C.
EFG FUNDS | LIFETIME WEALTH MANAGEMENT P.C.
CRD#: 145492 / SEC#: 801-113213
RIA
Registered Investment Advisory firm - (5/15/2018 Approved)Texas
Registered Investment Advisory firm - (5/17/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
560 E. Interstate Hwy 30, Ste 110, Rockwall, TX 75087
Mailing Address
3021 Ridge Road, #a284, Rockwall, TX 75032
Phone number
(972) 771-0650
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 263 |
| AUM (Assets Under Management) | $ 179,539,148 |
Red Flags
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