John Connor Mcgee

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2021 → 12/2022
  Td Ameritrade
  Southlake, TX
• 10/2019 → 05/2021
  Sugar Land Veterinary Specialists & 24-Hour Care
  Sugar Land, TX
• 07/2019 → 10/2019
  The Liberty Group
  Houston, TX
• 03/2019 → 06/2019
  Oak Creek Village Apartments
  Austin, TX
• 01/2018 → 02/2019
  Full Time Education
  College Station, TX
• 07/2017 → 12/2017
  Insite Magazine
  College Station, TX
• 09/2016 → 06/2017
  Full Time Education
  College Station, TX
• 12/2022 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-09-20
• S63 Uniform Securities Agent State Law Examination
  2021-09-21

Other Names

• John Mcgee