Thomas Wilson Mcgee

Employer firm

Truist Advisory Services, Inc. CRD 283390

$77.4B regulatory AUM 509 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Periodicals / newsletters
• WRAP FEE PRODUCT AND FINANCIAL PROFILING SERVICES USING DESKTOP SOFTWARE

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

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

Current Employers

Employment History

• 02/2022 → 08/2024
  Argent Retirement Plan Advisors, Llc
  New Orleans, LA
• 02/2022 → 08/2024
  Argent Trust Company
  New Orleans, LA
• 06/2016 → 01/2022
  Regions Bank
  Baton Rouge, LA
• 08/2024 → Present
  Truist Investment Services, Inc.
  Raleigh, NC
• 08/2024 → Present
  Truist Advisory Services, Inc.
  Raleigh, NC

Previous Registrations

• 2022-07-01 → 2024-08-01
  Argent Retirement Plan Advisors, Llc
  New Orleans, LA
  Oklahoma City, OK

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-11-26
• S65 Uniform Investment Adviser Law Examination
  2022-07-01

Designations

• Certified Financial Planner

Other Names

• Thomas Wilson Mcgee Jr
• Thomas Wilson Mcgee
• Thomas W Mcgee
• Tj Mcgee