Thomas McGee (CRD# 6333091) is an Investment Advisor Representative working at Argent Retirement Plan Advisors, LLC in New Orleans, LA and has 1 year of experience in the finance industry. Thomas McGee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Argent Retirement Plan Advisors, LLC | New Orleans, LA | Feb 2022 - Current | 2 |
Argent Trust Company | New Orleans, LA | Feb 2022 - Current | 2 |
Regions Bank | Baton Rouge, LA | Jun 2016 - Jan 2022 | 5 |
Trust Education Foundation (southeastern Trust School) | Buies Creek, NC | May 2016 - May 2016 | < 1 |
Campbell University | Buies Creek, NC | Aug 2011 - May 2016 | 4 |
Regions Bank | Knoxville, TN | May 2015 - Jul 2015 | < 1 |
Greystone Consulting Group, Morgan Stanley Wealth Management | Richmond, VA | May 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2022 |
- LA
- OK
- TX
-
Total Assets Under Management948MILLIONS
-
Total Number of Accounts54ACCOUNTS
-
Average Account Value$17,549,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
LA, OK, TX
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