Elizabeth
Mcgee
Osaic Advisory Services, LLC
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About this Advisor
Elizabeth Mcgee is a financial advisor based in Atlanta, Georgia, working with Osaic Advisory Services, LLC. Elizabeth has previously worked at Bloomfield Hills Financial, First Allied Securities, Inc, First Allied Advisory Services, Inc, First Allied Advisory Services, Sageview Advisory Group, LLC, Cetera Advisors LLC, Triad Advisors, Triad Hybrid Solutions, and Osaic Wealth, Inc. Elizabeth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, Michigan, North Carolina, and Texas. Elizabeth is currently part of Osaic Advisory Services, LLC, which has 200 offices and 2,594 employees. The firm manages $12.5 billion in assets and serves both charitable organizations and high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. Osaic Advisory Services, LLC offers asset-based, hourly, and fixed fee structures.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$12,469,688,882
2,594
47,032
$265,132
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Elizabeth Mcgee Work History
Osaic Wealth, Inc
Triad Hybrid Solutions
Triad Advisors
Cetera Advisors LLC
Sageview Advisory Group, LLC
First Allied Advisory Services, Inc
First Allied Advisory Services
First Allied Securities, Inc
Bloomfield Hills Financial
Disclosures
Please visit the SEC profile of Elizabeth Mcgee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Osaic Advisory Services, LLC
San Diego, CA
Atlanta, GA
Troy, MI
Auburn, AL
Fort Lauderdale, FL
Atlanta, GA
Atlanta, GA
Bloomfield Hills, MI
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