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James Bernard Mcgehee

Mcgehee Wealth Advisory Group, Inc.

Indian Land, SC

CRD 2465696

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Employer firm

Mcgehee Wealth Advisory Group, Inc. CRD 153804

$45.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Mcgehee Wealth Advisory Group, Inc.

8461 Possum Hollow Rd Suite E112, Indian Land, SC 29707 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-10-14
SC RA APPROVED 2024-10-14
VA RA APPROVED 2014-10-31
TX RA APPROVED_RES 2014-06-17
NC RA APPROVED 2014-06-09
  • CO RA
    APPROVED
    Since 2024-10-14
  • SC RA
    APPROVED
    Since 2024-10-14
  • VA RA
    APPROVED
    Since 2014-10-31
  • TX RA
    APPROVED_RES
    Since 2014-06-17
  • NC RA
    APPROVED
    Since 2014-06-09

Branch Locations

8461 Possum Hollow Rd Suite E112, Indian Land, SC 29707 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mcgehee Wealth Advisory Group, Inc. Charlotte NC 05/2010 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-02-06
S63 Uniform Securities Agent State Law Examination 1994-08-08
  • S65 Uniform Investment Adviser Law Examination
    1998-02-06
  • S63 Uniform Securities Agent State Law Examination
    1994-08-08
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Jim Mcgehee
  • James Mcgehee
  • James B Mcgehee

View on SEC IAPD

Nearby Firms

TRUIST ADVISORY SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FIFTH THIRD SECURITIES, INC.

Nearby Investors

Robert Arthur Needham
BENJAMIN HOMER DENNING
Alexis Thomas

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · INDIAN LAND, SC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · INDIAN LAND, SC
FIFTH THIRD SECURITIES, INC. · INDIAN LAND, SC

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