Brian Mcgee
Brian Mcgee is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, AL, with 19 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
2900 Highway 280, Suite 100, Birmingham, AL, 35223
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian serves as a Finance/Investment Committee Member, Advisory Board, and Committee Member for The Marine Military Academy since 2019. He dedicates a few hours per week to ensure the best interest of the academy in management decisions, but will not be managing any of the school's assets.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
State Registrations17 states
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