Unclaimed Profile

David Carl Magee

MAGEE THOMSON INVESTMENT PARTNERS, LLC·SAN DIEGO, California

Clean recordMAGEE THOMSON INVESTMENT PARTNERS, LLC

12531 HIGH BLUFF DRIVE, SAN DIEGO, CA 92130CRD# 1259742Firm CRD# 120240

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Carl Magee · SAN DIEGO, CA

Registration

CRD #1259742 · MAGEE THOMSON INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

David Carl Magee is a registered financial advisor based in SAN DIEGO, California, affiliated with MAGEE THOMSON INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MAGEE THOMSON INVESTMENT PARTNERS, LLC

AUM

$298M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MAGEE THOMSON INVESTMENT PARTNERS, LLC →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1259742

Firm CRD# 120240

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Carl Magee offer?

David Carl Magee specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are David Carl Magee's credentials?

David Carl Magee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Carl Magee located?

David Carl Magee is based in SAN DIEGO, California, working with MAGEE THOMSON INVESTMENT PARTNERS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does David Carl Magee charge for services?

David Carl Magee's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAGEE THOMSON INVESTMENT PARTNERS, LLC?

MAGEE THOMSON INVESTMENT PARTNERS, LLC has approximately 4 employees and manages $298M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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