Kristy Mcgee
Kristy Mcgee is a registered investment advisor at Raymond James & Associates, INC., based in El Paso, TX, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4503 North Mesa, El Paso, TX, 79912
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2016Other Business Activities
Kristy is assisting her husband with his Etsy digital shop, Copper Prints Design, by providing creative input and website design assistance. She dedicates a few hours per week to this activity and receives no pay.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations26 states
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