Megan McManusCRD Number: 6742692
Current Firm: Woodward Financial Advisors, Inc.
Megan McManus (CRD# 6742692) is an Investment Advisor Representative working at Woodward Financial Advisors, Inc. in Chapel Hill, NC and has over 3 years of experience in the finance industry.
Ae Wealth Management, LLC
Townsend Asset Management Corp.
Raymond James & Associates, Inc.
|Woodward Financial Advisors, Inc.||Chapel Hill, NC||Mar 2020 - Current||1|
|Marotta Wealth Management||Charlottesville, VA||Jun 2018 - Jan 2020||1|
|Virginia Polytechnic Institute And State University||Blacksburg, VA||Aug 2015 - May 2018||2|
|School||Warrenton, VA||Sep 2000 - May 2018||17|
|Joycepayne Partners||Richmond, VA||Jun 2017 - Aug 2017||< 1|
|Handford Financial Strategies||Warrenton, VA||Dec 2016 - Jan 2017||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2018|
Total Assets Under Management471MILLIONS
Total Number of Accounts790ACCOUNTS
Average Account Value$596,112
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NC, NJ, TX
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