Marjorie Mcgee is a registered investment advisor, based in Winston Salem, NC, with 9 years of industry experience.
Location
Winston Salem, NC
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
January 2026 - Present · 6 mos
Raymond James Financial Services Advisors, INC
January 2026 - Present · 6 mos
Raymond James Financial Services, INC.
January 2026 - Present · 6 mos
Previous Registrations
Raymond James & Associates, INC.
June 2024 - December 2025 · 1 yr 6 mos
Raymond James & Associates, INC.Broker
June 2024 - December 2025 · 1 yr 6 mos
Truist Investment Services, INC.Broker
January 2024 - June 2024 · 5 mos
Truist Advisory Services, INC.
January 2024 - June 2024 · 5 mos
Morgan Stanley
May 2022 - January 2024 · 1 yr 8 mos
Morgan StanleyBroker
May 2022 - January 2024 · 1 yr 8 mos
Truist Advisory Services, INC.
February 2021 - May 2022 · 1 yr 3 mos
Truist Investment Services, INC.Broker
February 2021 - May 2022 · 1 yr 3 mos
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
August 2016 - January 2018 · 1 yr 5 mos
Bb&t Investment Services, INC.Broker
May 2016 - January 2018 · 1 yr 8 mos
State Registrations1 state
NC
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.