Thomas Wilson Mcgee
Investment adviser representative at Truist Advisory Services, Inc.
10 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$77.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Truist Advisory Services, Inc.Aug 2024 to now
- Truist Investment Services, Inc.Aug 2024 to now
- Argent Retirement Plan Advisors, LLCFeb 2022 to Aug 2024
- Argent Trust CompanyFeb 2022 to Aug 2024
- Regions BankJun 2016 to Jan 2022
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 3 states (LA, NC, TX).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6333091
- Firm CRD
- 283390