Raphael McGee
Investment Adviser Representative at Cetera Investment Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Raphael McGee is an investment adviser representative with Cetera Investment Advisers LLC in Durham, NC, where they have been registered since 2024, the year they entered the securities industry. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina and Texas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina, Texas
- Broker:
5 states and territories
Alabama, District of Columbia, Maryland, North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Rush InnovationsMay 2016 – May 2017Greensboro, NC
- TruistAug 2018 – Sep 2018Greensboro, NC
- Aerotek/Wells FargoJun 2017 – Jul 2018Greensboro, NC
- Wells FargoOct 2018 – Sep 2021Winston Salem, NC
- H3 Hope Health Healing PLLCOct 2021 – Apr 2024Greensboro, NC
- Harland ClarkeApr 2023 – Apr 2024Greensboro, NC
- SpectrumDec 2022 – Mar 2023Greensboro, NC
- At&tOct 2023 – Aug 2025Greensboro, NC
- Cetera Wealth Services, LLCApr 2024 – Aug 2026El Segundo, CA
- Cetera Investment Advisers LLCMay 2024 – Aug 2026Schaumburg, IL
- MCCRARY HOMES/Forward Path Service LLCMay 2026 – no end date reportedGreensboro, NC
- MML Investor Services, LLCSep 2026 – no end date reportedCharlotte, NC
- MassMutual Life Insurance CompanySep 2026 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cetera Investment Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advisory services, investment advisory services, custody services, insurance agency services, sweep programs, and retirement planning resources, along with access to registered and alternative investment products.
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10,459
- Offices listed on AdvisorFinder:
- 27
- Main office:
- Schaumburg, IL
- SEC file number:
- 801-20406
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 13, 2026
View full firm profileOther advisors at Cetera Investment Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Raphael McGee has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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