SM
Samuel Mcgee
from Crestmont Private Wealth LLC
Samuel Mcgee is a financial advisor based in Texas, Houston,
with 22 years of experience. Samuel currently works for
Crestmont Private Wealth LLC.
Samuel maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Samuel Mcgee works at Crestmont Private Wealth LLC
Crestmont Private Wealth LLC is a financial advisory firm based in Houston, Texas. It currently has approximately $206,346,739 of assets under management and employs about 4 people. Crestmont Private Wealth LLC uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
10 years
Fee structure
and a percentage of assets under your management
Office location
One Riverway, Suite 470, Houston, Texas, 77056
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