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Albert Mcgee

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
N/A
Firm Size
316 advisors
Number of Clients
280 clients
Average Client Portfolio
$293K average
Assets Under Management
$82.0M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
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Location

5415 Sugarloaf Pkwy Ste 1103, Lawrenceville, GA, 30043-7832

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Albert is an owner/agent at Legacy Life Insurance Brokerage LLC, a health and life insurance agency, since 2007. This takes about 10-20% of his time.

Employment History
Current Registrations
Allstate Financial Advisors, LLC
January 2025 - Present · 1 yr 1 mo
Allstate Financial Services, LLCBroker
January 2025 - Present · 1 yr 1 mo
Previous Registrations
Park Avenue Securities LLC
February 2024 - September 2024 · 7 mos
Park Avenue Securities LLCBroker
October 2023 - September 2024 · 11 mos
State Registrations2 states
FLGA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.