Mario
Mcgee
Florida Financial Advisors, LLC
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About this Advisor
Mario Mcgee is a financial advisor based in Charlotte, North Carolina, working with Florida Financial Advisors, LLC. Mario has previously held positions at Florida Financial Advisors Dba Tristate Financial Advisors, Live Oak Bank, Healthy Brothers Healthy Sisters, Walmart, North Carolina A&T State University, and East Mecklenburg High School. Mario has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Mario is part of Florida Financial Advisors, LLC, which operates out of Charlotte, North Carolina. The firm has 10 offices and 310 employees. The firm manages assets totaling $199.0 million and serves 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, and selection of other advisers. The fee structure at Florida Financial Advisors, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Florida Financial Advisors, LLC Brokerage Details
$199,000,000
310
1,371
$145,150
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
Mario Mcgee Work History
Florida Financial Advisors Dba Tristate Financial Advisors
Live Oak Bank
Healthy Brothers Healthy Sisters
Walmart
North Carolina A&T State University
East Mecklenburg High School
Disclosures
Please visit the SEC profile of Mario 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 Florida Financial Advisors, LLC
Charlotte, NC
Charlotte, NC
Tampa, FL
Atlanta, GA
Charlotte, NC
Miami, FL
Vienna, VA
Nashville, TN
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