Christopher McBee has been an investment adviser representative at Avion Wealth since March 2023, and is not listed among the firm’s executive officers or direct owners.
Avion Wealth, LLC is a The Woodlands, TX firm with $985M under management, 300 clients and 8 advisers in one office, as of its August 2026 filing.
Christopher McBee’s longest registration was 5 years at Securian Financial Services, Inc. (2009–2014). Before joining Avion Wealth in 2023, Christopher McBee was registered through Invesco Advisers, Inc. and Securian Financial Services, Inc.
- Invesco Advisers, Inc.– · 4 yearsHouston, TX · Adviser representative · Firm CRD 105360
- Securian Financial Services, Inc.– · 5 yearsHouston, TX · Adviser representative · Firm CRD 15296
Investment adviser representative registrations
Christopher McBee is registered as an investment adviser representative in Texas, since March 2023.
- TexasSince 29 March 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 5 June 2009 |
| Series 7 | General Securities Representative Examination | 27 April 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Christopher James McBee
- CRD
- 5651350
- Firm
- Avion Wealth · CRD 134242
- Office
- 2829 TECHNOLOGY FOREST BOULEVARD, SUITE 300, The Woodlands, TX 77381-3913
- Registration
- Investment adviser registration
- In the industry since
- August 2009
- Disciplinary history
- Not yet shown here · SEC record
Where does Christopher McBee work?
Christopher McBee is an investment adviser representative registered through Avion Wealth, LLC since March 2023, and is not listed among the firm’s executive officers or direct owners.
Is Christopher McBee a financial advisor?
Yes. Christopher McBee has a current investment-adviser registration in Texas, through Avion Wealth since March 2023.
How many years of experience does Christopher McBee have?
Christopher McBee has 17 years in the financial industry, since August 2009, across 3 adviser firms.
What exams has Christopher McBee passed?
Christopher McBee has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2009. FINRA credited Christopher McBee with the SIE, which began in October 2018.
Where did Christopher McBee work before Avion Wealth?
Before Avion Wealth, Christopher McBee was registered through Invesco Advisers, Inc., August 2014 to June 2019; Securian Financial Services, Inc., July 2009 to July 2014.
Where is Christopher McBee based?
Christopher McBee’s registered office is in The Woodlands, TX.
Is Christopher McBee registered with FINRA?
No. Christopher McBee has no current broker registration.
How can I verify Christopher McBee’s record?
Search CRD 5651350 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher McBee’s full registration record.
