Eddie McGee has been an investment adviser representative at L & W Financial since March 2024, and is not listed among the firm’s executive officers or direct owners.
L & W Financial, LLC is a College Station, TX firm with $207M under management, 724 clients and 8 advisers across 5 offices, as of its July 2026 filing.
Eddie McGee’s longest registration is the current one, 2 years at L & W Financial since 2024. Before joining L & W Financial in 2024, Eddie McGee was registered through Corecap Advisors and Ae Wealth Management, LLC.
- Corecap Advisors– · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 158819
- Ae Wealth Management, LLC– · 2 yearsSan Diego, CA · Adviser representative · Firm CRD 282580
Investment adviser representative registrations
Eddie McGee is registered as an investment adviser representative in California, as a resident of California, since March 2024.
- CaliforniaResidentSince 18 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 June 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Eddie Joe McGee
- CRD
- 7164471
- Firm
- L & W Financial · CRD 285310
- Office
- 333 H Street, Suite 5000, Chula Vista, CA 91910
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
Where does Eddie McGee work?
Eddie McGee is an investment adviser representative registered through L & W Financial, LLC since March 2024, and is not listed among the firm’s executive officers or direct owners.
Is Eddie McGee a financial advisor?
Yes. Eddie McGee has a current investment-adviser registration in California, through L & W Financial since March 2024.
How many years of experience does Eddie McGee have?
Eddie McGee has 7 years in the financial industry, since August 2019, across 3 adviser firms.
What exams has Eddie McGee passed?
Eddie McGee passed the Series 65 in June 2019.
Where did Eddie McGee work before L & W Financial?
Before L & W Financial, Eddie McGee was registered through Ae Wealth Management, LLC, August 2019 to October 2021.
Where is Eddie McGee based?
Eddie McGee’s registered office is in Chula Vista, CA.
Is Eddie McGee registered with FINRA?
No. Eddie McGee has no current broker registration.
How can I verify Eddie McGee’s record?
Search CRD 7164471 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Eddie McGee’s full registration record.