James B. McGehee,  CFP<sup>&reg;</sup> - Financial Advisor

James B. McGehee, CFP®

CFA®, CPWA®

President

McGehee Wealth Advisory Group, Inc.

8430 Rea Rd., Suite A
Charlotte, NC 28277
(844) 733-9844
(704) 733-9844

General

James McGehee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McGehee Wealth Advisory Group, Inc. in Charlotte, NC and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Certified Professional Wealth Advisor (CPWA®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Attending College, Budget & Debt Management, Comprehensive Financial Planning, Asset Allocation, Investment Management, Employee Benefits, Mutual Funds, Retirement, Stocks & Bonds

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