Colin Mcgee
Colin Mcgee is a registered investment advisor at Cetera Investment Advisers LLC, based in Scarborough, ME, with 13 years of industry experience. Colin 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
7 Oak Hill Terrace, Suite 104, Scarborough, ME, 04070
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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
Colin is involved in several business activities, including tax preparation/accounting through Green Street Financial LLC and K.L. McGee Business Solutions, LLC, and serves as CFO/VP/Treasurer for Harbor Consulting. He also sells insurance products through Avantax Insurance Agency, LLC and equity indexed annuities, and dedicates full-time hours to financial advising and client account management at Mainsail Advisor Group.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations4 states
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