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Brooks Harper Mcgee

ICON WEALTH ADVISORS, LLC·HOUSTON, Texas
SIE, Series 7, Series 66Clean record13 years registeredICON WEALTH ADVISORS, LLC
1980 POST OAK BOULEVARD, HOUSTON, TX 77056CRD# 6097412Firm CRD# 319609

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brooks Harper Mcgee · HOUSTON, TX
Registration
CRD #6097412 · ICON WEALTH ADVISORS, LLC · 13 years registered
Brand Profile
Not yet started
01

Career History

ICON WEALTH PARTNERS
Aug 2022 – present
ICON WEALTH PARTNERS, LLC
Jun 2020 – Aug 2022
HOUSTON, TX
AVALON INVESTMENT & ADVISORY
Sep 2012 – Jun 2020
HOUSTON, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · September 3, 2012
Years registered · 13
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ICON WEALTH ADVISORS, LLC
CRD 319609 · SEC 801-125893
AUM
$1.9B
Regulatory assets under management
Employees
21
3,998 client accounts
Services offered by ICON WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ICON WEALTH ADVISORS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Brooks Harper Mcgee offer?
Brooks Harper Mcgee specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.
What are Brooks Harper Mcgee's credentials?
Brooks Harper Mcgee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brooks Harper Mcgee located?
Brooks Harper Mcgee is based in HOUSTON, Texas, working with ICON WEALTH ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.
How does Brooks Harper Mcgee charge for services?
Brooks Harper Mcgee's firm is compensated through percentage of aum, other: revenue sharing on eligible credit and cash management solutions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ICON WEALTH ADVISORS, LLC?
ICON WEALTH ADVISORS, LLC has approximately 21 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ICON WEALTH ADVISORS, LLC

Blake Andrew Pratz
HOUSTON, TX
Stephen Thomas Schwarzbach
HOUSTON, TX
James Alan Pavlik
HOUSTON, TX
Mark Baker Mcadams
HOUSTON, TX

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