Unclaimed Profile

Danny Scott Mcgeorge

UMB FAMILY WEALTH, LLC·KANSAS CITY, Missouri

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record11 years registeredUMB FAMILY WEALTH, LLC

928 GRAND, KANSAS CITY, MO 64106CRD# 4429395Firm CRD# 306374

Profile Verification

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

Identity

Danny Scott Mcgeorge · KANSAS CITY, MO

Registration

CRD #4429395 · UMB FAMILY WEALTH, LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: UMB FAMILY WEALTH, LLC

UMB FINANCIAL SERVICES, INC.

Oct 2014 – Apr 2023

KANSAS CITY, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · October 21, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UMB ASSET MANAGEMENT, LLC

CRD 306374 · SEC 801-117738

AUM

$56M

Regulatory assets under management

Employees

5 client accounts

Services offered by UMB ASSET MANAGEMENT, LLC

Per Form ADV

Other

View all advisors at UMB ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Danny Scott Mcgeorge offer?

Danny Scott Mcgeorge is a registered financial advisor in KANSAS CITY, Missouri.

What are Danny Scott Mcgeorge's credentials?

Danny Scott Mcgeorge is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Danny Scott Mcgeorge located?

Danny Scott Mcgeorge is based in KANSAS CITY, Missouri, last registered with UMB FAMILY WEALTH, LLC.

How does Danny Scott Mcgeorge charge for services?

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

How large is UMB FAMILY WEALTH, LLC?

UMB FAMILY WEALTH, LLC has approximately 1 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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