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Maia Laura Mcgehee

MAIA LAURA MCGEHEE·SAN RAFAEL, California
SIE, Series 7, Series 14, Series 24, Series 63, Series 65, Series 79TO, Series 99TOClean record18 years registeredMAIA LAURA MCGEHEE
1299 FOURTH STREET, SAN RAFAEL, CA 94901CRD# 702992Firm CRD# 113643

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maia Laura Mcgehee · SAN RAFAEL, CA
Registration
CRD #702992 · MAIA LAURA MCGEHEE · 18 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MAIA LAURA MCGEHEE
Mar 2011Dec 2021
NOVATO, CA
Mar 2010Dec 2010
NOVATO, CA
Oct 2007Dec 2009
SAN RAFAEL, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 14
Series 24
Series 63
Series 65
Series 79TO
Series 99TO
Registration record
First registered · October 3, 2007
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAIA LAURA MCGEHEE
CRD 113643 · SEC 801-60403
AUM
$27M
Regulatory assets under management
Employees
1
961 client accounts
Services offered by MAIA LAURA MCGEHEE
Per Form ADV
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Maia Laura Mcgehee offer?
Maia Laura Mcgehee specializes in Investment Management, Fee-Only Advisory.
What are Maia Laura Mcgehee's credentials?
Maia Laura Mcgehee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maia Laura Mcgehee located?
Maia Laura Mcgehee is based in SAN RAFAEL, California, last registered with MAIA LAURA MCGEHEE.
How does Maia Laura Mcgehee charge for services?
Maia Laura Mcgehee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAIA LAURA MCGEHEE?
MAIA LAURA MCGEHEE has approximately 1 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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