Megan McManus, financial advisor Chapel Hill NC

Megan McManus

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Megan N. McManus
Phone Number: 919-929-2495
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    471
    MILLIONS
  • Total Number of Accounts
    790
    ACCOUNTS
  • Average Account Value
    $596,112
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

NC, NJ, TX

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