Jeffrey Mccue is a registered investment advisor, based in Concord, NC, with 29 years of industry experience.
Location
3630 Poplar Tent Rd., Ste. C, Concord, NC, 28027
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Regulatory History (1)
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Customer Dispute
January 2018Settled
Other Business Activities
Jeffrey is an advisory representative of a registered investment advisor (RIA) called CIRA since May 2024, spending about half his time on this and trading. He is also an Investment Advisor Representative with Focus Wealth Planning since March 2024, dedicating nearly full-time hours to this and trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
May 2024 - Present · 2 yrs
Cambridge Investment Research Advisors, INC.
May 2024 - Present · 2 yrs
Previous Registrations
Independent Advisor Alliance, LLC
November 2017 - May 2024 · 6 yrs 6 mos
LPL Financial LLCBroker
November 2017 - May 2024 · 6 yrs 6 mos
Independent Advisor Alliance, LLC
November 2017 - November 2017 · 0 mos
Cetera Investment Advisers LLC
May 2017 - November 2017 · 6 mos
Cetera Investment Services LLCBroker
March 2017 - November 2017 · 8 mos
Cetera Investment Advisers LLC
March 2017 - March 2017 · 0 mos
Securities America Advisors, INC.
June 2013 - March 2017 · 3 yrs 9 mos
Securities America, INC.Broker
June 2013 - March 2017 · 3 yrs 9 mos
Wells Fargo Advisors, LLC
November 2003 - June 2013 · 9 yrs 7 mos
Wells Fargo Advisors, LLCBroker
March 2003 - June 2013 · 10 yrs 3 mos
Evergreen Investment Services, INC.Broker
January 2000 - March 2003 · 3 yrs 2 mos
First Union Brokerage Services, INC.Broker
October 1994 - December 1997 · 3 yrs 2 mos
L.C. Wegard & CO., INC.Broker
July 1993 - September 1993 · 2 mos
State Registrations4 states
COGANCSC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.