Denise
Mcgee
Grove Point Advisors, LLC
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About this Advisor
Denise Mcgee is a financial advisor based in Philadelphia, Pennsylvania, working with Grove Point Advisors, LLC. Denise has previously held positions at Next Financial Group Inc, Nfisco, Total Wine, Pinot Boutique, Grove Point Advisors, LLC, Investment Professionals Inc, Scura Paley Securities LLC, Axio Insurance, Cetera Advisor Networks LLC, Domina Bulla, Jesse Creek Winery, and Grove Point Investment, LLC. Denise has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Pennsylvania. Currently, Denise is part of Grove Point Advisors, LLC, which operates out of Philadelphia, Pennsylvania. The firm has 224 offices and 420 employees. The firm manages assets totaling $2.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. 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. The fee structure at Grove Point Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Office Location
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Grove Point Advisors, LLC Brokerage Details
$2,359,870,084
420
9,920
$237,890
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
Denise Mcgee Work History
Grove Point Advisors, LLC
Grove Point Investment, LLC
Jesse Creek Winery
Domina Bulla
Cetera Advisor Networks LLC
Total Wine
Pinot Boutique
Scura Paley Securities LLC
Axio Insurance
Investment Professionals Inc
Next Financial Group Inc
Nfisco
Disclosures
Please visit the SEC profile of Denise 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 Grove Point Advisors, LLC
Rockville, MD
Radnor, PA
Dover, PA
Decatur, IL
Delmar, DE
Rockville, MD
Victor, NY
Trenton, NJ
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