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Susan Lee Mcgrath

Holcombe & Mcgrath

Asheville, NC

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Current Employers
Holcombe & Mcgrath

12A Bay Street, Asheville, NC 28801 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2016-11-14
TX RA APPROVED_RES 2016-11-10
NC RA APPROVED 2013-09-20
  • LA RA
    APPROVED
    Since 2016-11-14
  • TX RA
    APPROVED_RES
    Since 2016-11-10
  • NC RA
    APPROVED
    Since 2013-09-20

Branch Locations

12A Bay Street, Asheville, NC 28801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Holcombe & Mcgrath Asheville NC 01/1998 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-19
  • S65 Uniform Investment Adviser Law Examination
    1999-08-19
Designations

View on SEC IAPD

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OPPENHEIMER & CO. INC. · ASHEVILLE, NC
CETERA INVESTMENT ADVISERS LLC · ASHEVILLE, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ASHEVILLE, NC
BEACON POINTE ADVISORS, LLC · Asheville, NC
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LPL FINANCIAL LLC · ASHEVILLE, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Asheville, NC

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