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Megan Nicole Coyne

Keener Financial Planning

Durham, NC

Keller, TX

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Current Employers
Keener Financial Planning

1692 Keller Parkway, Keller, TX 76248 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2022-10-26
  • NC RA
    APPROVED
    Since 2022-10-26

Branch Locations

Durham, NC • United States

1692 Keller Parkway, Keller, TX 76248 • 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
Marotta Wealth Management Charlottesville VA 06/2018 01/2020
Handford Financial Strategies Warrenton VA 12/2016 01/2017
Joycepayne Partners Richmond VA 06/2017 08/2017
Virginia Polytechnic Institute And State University Blacksburg VA 08/2015 05/2018
School Warrenton VA 09/2000 05/2018
Woodward Financial Advisors, Inc. Chapel Hill NC 03/2020 09/2022
Keener Financial Planning Keller TX 10/2022 Present
  • 06/2018 → 01/2020
    Marotta Wealth Management
    Charlottesville, VA
  • 12/2016 → 01/2017
    Handford Financial Strategies
    Warrenton, VA
  • 06/2017 → 08/2017
    Joycepayne Partners
    Richmond, VA
  • 08/2015 → 05/2018
    Virginia Polytechnic Institute And State University
    Blacksburg, VA
  • 09/2000 → 05/2018
    School
    Warrenton, VA
  • 03/2020 → 09/2022
    Woodward Financial Advisors, Inc.
    Chapel Hill, NC
  • 10/2022 → Present
    Keener Financial Planning
    Keller, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-03
  • S65 Uniform Investment Adviser Law Examination
    2018-08-03
Designations
Other Names
  • Megan Nicole Mcmanus

View on SEC IAPD

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