Scott McKee has been an investment adviser representative at Lifetime Wealth Management P.C. since December 2020, and is not listed among the firm’s executive officers or direct owners.
Lifetime Wealth Management P.C. is a Rockwall, TX firm with $217M under management, 119 clients and 5 advisers across 3 offices, as of its March 2026 filing.
- – present · 5 yearsAlpharetta, GA · Adviser representative · Firm CRD 145492
Investment adviser representative registrations
Scott McKee is registered as an investment adviser representative in Georgia, since December 2020.
- GeorgiaSince 11 December 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 September 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Scott Alexander McKee
- CRD
- 7271938
- Firm
- Lifetime Wealth Management P.C. · CRD 145492
- Office
- Alpharetta, GA
- Registration
- Investment adviser registration
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record
Where does Scott McKee work?
Scott McKee is an investment adviser representative registered through Lifetime Wealth Management P.C. since December 2020, and is not listed among the firm’s executive officers or direct owners.
Is Scott McKee a financial advisor?
Yes. Scott McKee has a current investment-adviser registration in Georgia, through Lifetime Wealth Management P.C. since December 2020.
How many years of experience does Scott McKee have?
Scott McKee has 5 years in the financial industry, since December 2020, across 1 adviser firm.
What exams has Scott McKee passed?
Scott McKee passed the Series 65 in September 2020.
Where is Scott McKee based?
Scott McKee’s registered office is in Alpharetta, GA.
Is Scott McKee registered with FINRA?
No. Scott McKee has no current broker registration.
How can I verify Scott McKee’s record?
Search CRD 7271938 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Scott McKee’s full registration record.
