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William Mitchell McGee

Charles Schwab & CO., Inc.

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About William Mitchell McGee

William Mitchell McGee is a financial advisor registered with Charles Schwab & CO., Inc. in Westlake, TX. William has been working in the financial industry since February 2017 and holds FINRA Series 63, 66, and 7 licenses. William also holds the SIE license. William has a diverse range of registrations in various states, including Texas, California, Florida, and many others. Prior to working at Charles Schwab, William worked at TD AMERITRADE, INC.. William focuses on providing investment advice and financial planning services to individuals, insurance companies, high net worth individuals, charitable organizations, investment companies, and other investment advisors.

Firm Information

William McGee is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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William McGee’s Registration & Firm History

TX

09/10/2021 - Present

Charles Schwab & CO., Inc. (Westlake TX)

TX

02/17/2017 - 10/19/2021

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

BOTH

Issued 06/13/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for William Mitchell McGee.
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