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John Mcgee

Eagle Strategies LLC

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About John Mcgee

John Mcgee is an investment advisor representative at Eagle Strategies LLC, a registered investment advisor. John has been in the securities industry since July 2013 and has passed multiple industry exams, including the Series 6, 7, 24, 63, and 66 exams. John is registered to provide investment advice in multiple states. John is also a member of Southside Land Group LLC and Hilltop Beverage, LLC, and operates under the DBA name of Arete Financial Group LLC. Eagle Strategies LLC provides a variety of investment advisory services to individuals, families, and businesses.

Firm Information

John Mcgee is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

2015 CLUBHOUSE

GREELEY, CO 80634

$20.36B

Assets Under Management

6,070

Total Clients

2,031

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Mcgee’s Registration & Firm History

CO

09/23/2021 - Present

Eagle Strategies LLC (GREELEY CO)

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Licenses & Designations

BOTH

Issued 6/9/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 5/30/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 7/20/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/1/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/2/2014

Series 7 - General Securities Representative Examination

BC

Issued 7/22/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Mcgee.
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