Daniel Mcgee
Daniel Mcgee is a registered investment advisor at Cetera Investment Advisers LLC, based in Kirkwood, MO, with 30 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
112 W Jefferson Ave Ste 120A, Kirkwood, MO, 63122
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other Business ActivitiesSells Insurance
Daniel is a representative selling life insurance and annuities with various companies. He is also a partner in McGee Partners LLC/Fun in the Sun Sports, a retail athletic apparel business run by his spouse, dedicating a few hours per week, and a partner in 117 N. Kirkwood, LLC, a commercial property ownership, with minimal time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Pension Planners Securities, INC.
Pension Planners Securities, INC.Broker
Usallianz Securities, INC.Broker
Pension Planners Securities, INC.Broker
State Registrations14 states
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.