RBC Capital Markets
47yrs
Top advisor by experience in Orlando
15yrs
James Magee is a fiduciary financial advisor in Orlando, Florida, with 15 years in the industry. James joined Merrill in 2011, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 1039 advisors with offices in Orlando, and one of 968 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 55% of advisors in Orlando
Office300 S Orange Ave, Orlando, FL 32801
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowMerrillCurrent firm
Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About James
How do I contact James?
Call Merrill at 800-637-7455 and ask for James Magee. James works from the Orlando, FL office.
How long has James been a financial advisor?
James has been in the industry since 2011, about 15 years. More experience than 55% of advisors in Orlando.
What licenses does James hold?
Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
M Holdings Securities
46yrs
Top 1% by experience in Orlando
Morgan Stanley
46yrs
Top 1% by experience in Orlando
Wells Fargo Advisors
45yrs
Top 1% by experience in Orlando
Valic Financial Advisors
44yrs
Top 1% by experience in Orlando
Ameriprise Financial Services
44yrs
Top 1% by experience in Orlando