Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Judson? Claim Your ProfileJudson Harris Gee is an active investment advisor representative with over 27 years of experience in the financial services industry. Judson is currently registered with Kingswood Wealth Advisors, LLC and previously held positions with Niagara International Capital Limited, Uhlmann Price Securities, LLC, LPL Financial LLC, J.J.B. Hilliard, W.L. Lyons, Inc., and Marion Bass Securities Corporation. Judson specializes in providing financial planning, portfolio management, and other advisory services to a wide range of clients, including individuals, families, businesses, corporations, and retirement plans. Judson holds Series 7, 24, 63, and 65 licenses and is registered in several states, including California, Georgia, Indiana, Kentucky, Louisiana, Michigan, North Carolina, South Carolina, Texas, and Virginia.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NC
11/07/2021 - Present
Kingswood Wealth Advisors, LLC (Charlotte NC)
NC
05/08/2017 - 06/15/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (Charlotte NC)
NC
06/26/2015 - 05/08/2017
UHLMANN PRICE SECURITIES, LLC (charlotte NC)
NC
08/25/2000 - 07/07/2015
LPL FINANCIAL LLC (CHARLOTTE NC)
KY
07/12/1995 - 04/01/2002
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NC
08/05/1994 - 07/12/1995
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
NY
04/04/1994 - 05/25/1994
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
IA
Issued 06/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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