Unclaimed Profile

D. Linette Dobbins

MCGEE WEALTH MANAGEMENT, INC.·PORTLAND, Oregon

SIE, Series 7, Series 24, Series 63, Series 65CFPClean record23 years registeredMCGEE WEALTH MANAGEMENT, INC.

12455 SW 68TH AVENUE, PORTLAND, OR 97223CRD# 1490054Firm CRD# 109847

Profile Verification

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

Identity

D. Linette Dobbins · PORTLAND, OR

Registration

CRD #1490054 · MCGEE WEALTH MANAGEMENT, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MCGEE WEALTH MANAGEMENT, INC.

MERCER GLOBAL ADVISORS INC.

Feb 2021 – May 2022

Portland, OR

MCGEE WEALTH MANAGEMENT, INC.

Dec 2002 – Mar 2021

PORTLAND, OR

MCGEE FINANCIAL STRATEGIES INC.

Oct 2002 – Dec 2002

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 2, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MCGEE WEALTH MANAGEMENT, INC.

CRD 109847 · SEC 801-34233

AUM

$554M

Regulatory assets under management

Employees

1,414 client accounts

Services offered by MCGEE WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MCGEE WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does D. Linette Dobbins offer?

D. Linette Dobbins specializes in Financial Planning, Investment Management.

What are D. Linette Dobbins's credentials?

D. Linette Dobbins holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is D. Linette Dobbins located?

D. Linette Dobbins is based in PORTLAND, Oregon, last registered with MCGEE WEALTH MANAGEMENT, INC..

How does D. Linette Dobbins charge for services?

D. Linette Dobbins's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party adviser/manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MCGEE WEALTH MANAGEMENT, INC.?

MCGEE WEALTH MANAGEMENT, INC. has approximately 8 employees and manages $554M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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