• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
JAMES BERNARD MCGEHEE
JAMES B MCGEHEE, JAMES MCGEHEE, JIM MCGEHEE
CRD#: 2465696
IA
Investment Adviser
MCGEHEE WEALTH ADVISORY GROUP, INC.CRD#: 153804 8461 POSSUM HOLLOW RD
SUITE E112
INDIAN LAND, SC 29707
Registration History
20062008201020122014201620182020202220242026IAMCGEHEE WEALTH ADVISORY GROUP,... (CRD# 153804)2014 - Present (10 years)IAALPHA FINANCIAL ADVISORS, LLC (CRD# 122545)2005 - 2010 (4 years)
License(s)

State Registrations

IA
Colorado 4/7/2015

IA
Texas 6/17/2014

IA
North Carolina 6/9/2014

IA
Virginia 10/31/2014

IA
South Carolina 2/8/2022

Current Registration(s)
IA
MCGEHEE WEALTH ADVISORY GROUP, INC. (CRD#:153804)
8461 POSSUM HOLLOW RD SUITE E112, INDIAN LAND, SC 29707
Registered with this firm since 6/9/2014

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
09/02/2005 - 06/03/2010 ALPHA FINANCIAL ADVISORS, LLC (CRD#:122545) CHARLOTTE, NC
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.