Judith A. Mcgee
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.
Judith Ann Mcgee, CFP®, who also goes by Judith Ann Cuddeford, Judith Ann Headington, Judith Ann Headington Mcgee, Judith Ann Headington Mcgee, Judith Headington Mcgee, was a registered financial professional .
Judith is a previously registered financial professional and started their career in finance in 1979. Judith had worked at 7 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 1, Series 51 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1979
Experience
May 17, 2021 - April 5, 2023
LION STREET FINANCIAL, LLC
February 17, 2021 - March 31, 2023
MERCER GLOBAL ADVISORS INC.
October 2, 2002 - March 29, 2021
MCGEE WEALTH MANAGEMENT, INC.
November 1, 1989 - December 31, 2020
RAYMOND JAMES FINANCIAL SERVICES, INC.
December 24, 1987 - November 8, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
August 31, 1979 - December 24, 1987
FINANCIAL PLANNERS EQUITY CORPORATION
January 17, 1979 - August 30, 1979
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationSeries 1
Date: 1/9/1979
Registered Representative ExaminationCurrent Firm
LION STREET FINANCIAL, LLC
CRD#: 165828 / SEC#: , 8-69183
Contact information
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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