Mitchell McGee, CFP®

VP - Financial Consultant

Representative for clients not served by a local Schwab branch.

+1 940-222-9687

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

7 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Financial Consultant, TD Ameritrade, 2018-2021
  • Financial Representative, TD Ameritrade, 2017-2018

Education

  • Bachelor of Business Administration in Finance, University of Oklahoma

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