Timothy Mcgee is a registered investment advisor, based in Austin, TX, with 23 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Timothy is an advisor with Kestra Advisory Services, dedicating about a quarter of his time to sales and client consulting. He is also a 50% partner in Property Brothers FL, LLC, a real estate business, and a member of Orange Blossom Equity Partners, LLC, which purchases passive income through rental properties; he spends minimal time on these real estate ventures. Timothy is also an advisor for HUB International, focusing on employee benefits, retirement plans, and individual insurance products, which takes nearly full-time hours.
Employment History
Current Registrations
HUB International Investment Services INC.
HUB International Investment Services INC.Broker
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Msc - Bd, LLCBroker
Naples Ais, INC.Broker
Countrywide Investment Services, INC.Broker
Cco Investment Services CORP.Broker
Eaton Vance Distributors, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations7 states
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