RM
RM

Raphael Mcgee

1 Year of Experience
Durham, NC
BrokerSells Insurance

Raphael Mcgee is a registered investment advisor at Cetera Investment Advisers LLC, based in Durham, NC, with 1 years of industry experience. Raphael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
Loading...

Location

5129 NC Hwy 55 Suite 101, Durham, NC, 27713

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Raphael sells fixed insurance products with various companies as an insurance agent, dedicating a few hours per week. He also owns real estate and works full-time as a business consultant/sales employee at AT&T, and spends about 10-20% of his time as a financial advisor at North Star Resource Group, offering life insurance, securities and financial planning.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs
Cetera Wealth Services, LLCBroker
May 2024 - Present · 2 yrs
State Registrations4 states
ALDCMDNC
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.