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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
Avalon Advisors, LLC 7 years, 2 months Jul 2012 - Present
Avalon Wealth Management LLC 7 years, 2 months Jul 2012 - Present
Post Oak Bank 7 years Jul 2005 - Jul 2012
Ram Funds GpLLC 12 years, 5 months Feb 2000 - Jul 2012

Designations & Memberships

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Articles and Answers

Insights by Brooks Mcgee

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 5, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Assets

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Fees

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