Cindy
Mcghee
Buckingham Strategic Wealth, LLC
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About this Advisor
Cindy Mcghee is a financial advisor based in Charleston, West Virginia, working with Buckingham Strategic Wealth, LLC. Cindy has previously held positions at Arnett Carbis Toothman Wealth Advisors LLC, A&F Financial Advisors LLC, A&F Insurance Advisors LLC, and A&F Financial Holdings LLC. Cindy has passed the Series 66 regulatory exam and is registered to provide services in Texas and West Virginia. Currently, Cindy is part of Buckingham Strategic Wealth, LLC, which operates out of Charleston, West Virginia. The firm has 55 offices and 645 employees. The firm manages assets totaling $28.8 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, and selection of other advisers. The fee structure at Buckingham Strategic Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Wealth, LLC Brokerage Details
$28,824,339,793
645
50,014
$576,325
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
Cindy Mcghee Work History
A&F Financial Holdings LLC
Arnett Carbis Toothman Wealth Advisors LLC
A&F Insurance Advisors LLC
A&F Financial Advisors LLC
Disclosures
Please visit the SEC profile of Cindy Mcghee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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