Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stuart? Claim Your ProfileStuart McGehee is an investment advisor representative at PNW Asset Management. He has been registered with the SEC since 2014. Stuart McGehee is also registered as an Investment Advisor Representative with FSG Wealth Advisors, LLC in Tennessee. He has also held previous positions with Countrywide Securities Corporation and FTN Financial Securities Corp. Stuart McGehee holds Series 7, 24, 52 and 63 licenses and Series 65 certification. He is also the principal and sole owner of Affluent Boomer Enterprises, LLC, DBA Beyond Brick and Mortar, a non investment related Tennessee limited liability company specializing in digital media, web design, and custom programming services for small and medium size businesses. He is also the principal and sole owner of National Financial Strategy Group, LLC, a non investment related Tennessee limited liability company providing software to wealth managers. In addition, he is a co-owner of Treehouse Mt. Rainier, LLC, a Washington state Limited Liability Company that rents a luxury treehouse in Ashford, WA (near the entrance to Mt. Rainier National Park) to the public.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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WA
11/10/2014 - Present
PNW Asset Management (SEATTLE WA)
TN
03/16/2006 - 08/08/2008
COUNTRYWIDE SECURITIES CORPORATION (MEMPHIS TN)
TN
06/01/2000 - 08/17/2005
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
IA
Issued 08/02/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 05/31/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/30/1992
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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