Christopher
Mcbee
Avion Wealth
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About this Advisor
Christopher Mcbee is a financial advisor based in Spring, Texas, working with Avion Wealth. Christopher has previously held positions at Minnesota Life Insurance Co, Securian Financial Services Inc, Img Financial Group Inc, Invesco Distributors, Inc, Invesco Advisers, Inc, Foreside Fund Services, LLC, Yorktown Management & Research Co., Inc, and Avion Wealth. Christopher has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Christopher is part of Avion Wealth, which operates out of Spring, Texas. The firm has 16 employees and manages assets totaling $780.3 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Avion Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
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Avion Wealth Brokerage Details
$780,349,511
16
2,039
$382,712
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christopher Mcbee Work History
Avion Wealth
Foreside Fund Services, LLC
Yorktown Management & Research Co., Inc
Foreside Fund Services, LLC
Yorktown Management & Research Co., Inc
Foreside Fund Services, LLC
Yorktown Management & Research Co., Inc
Invesco Distributors, Inc
Invesco Advisers, Inc
Minnesota Life Insurance Co
Securian Financial Services Inc
Img Financial Group Inc
Disclosures
Please visit the SEC profile of Christopher Mcbee 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 Avion Wealth
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
Spring, TX
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