Krista Mcgee is a registered investment advisor at Wells Fargo Advisors, based in Charlotte, NC, with 16 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
550 S Tryon St 44th Fl, [N1/N9-Rbo], Charlotte, NC, 28202
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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.
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Krista is a board member of Behind the Valor Collaborative since 2021, spending a few hours per week on tracking income and expenses to be reported to the board. This activity is investment-related.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Previous Registrations
Wells Fargo Advisors, LLCBroker
First Clearing, LLCBroker
E*trade Securities LLCBroker
State Registrations1 state
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