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Morris Lee Mckinney

Wealth Planning, Inc.

Virginia Beach, VA

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Current Employers
Wealth Planning, Inc.

Virginia Beach, VA • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2016-01-01
  • VA RA
    APPROVED
    Since 2016-01-01

Branch Locations

Virginia Beach, VA • 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
Wealth Planning, Inc Virginia Beach VA 09/1992 Present
Previous Registrations
Other Businesses

PRESIDENT OF WEALTH PLANNING, INC

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-11-13
  • S65 Uniform Investment Adviser Law Examination
    1992-11-13
Designations

View on SEC IAPD

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