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Angus Gibbons Mceachran

Cetera Planning Partners

Greensboro, NC

Leawood, KS

CRD 1488608

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Employer firm

Cetera Planning Partners CRD 129625

$4.16B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Cetera Planning Partners

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-01-06
TX RA APPROVED_RES 2026-01-06
  • NC RA
    APPROVED
    Since 2026-01-06
  • TX RA
    APPROVED_RES
    Since 2026-01-06

Branch Locations

2010-D New Garden Road, Greensboro, NC 27410 • United States

11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211 • 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
Lpl Financial Llc Greensboro NC 05/2005 11/2019
Independent Advisor Alliance Charlotte NC 02/2016 11/2019
Hmc Partners Greensboro NC 01/2007 12/2025
Money Matters Greensboro NC 01/2007 Present
Summit Financial Group Inc Greensboro NC 11/2019 05/2021
Cetera Wealth Services, Llc El Segundo CA 11/2019 12/2025
Cetera Investment Advisers Llc Schaumburg IL 06/2023 12/2025
Cetera Planning Partners Leawood KS 09/2025 Present
  • 05/2005 → 11/2019
    Greensboro, NC
  • 02/2016 → 11/2019
    Independent Advisor Alliance
    Charlotte, NC
  • 01/2007 → 12/2025
    Hmc Partners
    Greensboro, NC
  • 01/2007 → Present
    Money Matters
    Greensboro, NC
  • 11/2019 → 05/2021
    Summit Financial Group Inc
    Greensboro, NC
  • 11/2019 → 12/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 06/2023 → 12/2025
    Schaumburg, IL
  • 09/2025 → Present
    Leawood, KS
Previous Registrations
  • 2023-06-29 → 2025-12-22
    Clemmons, NC
    Greensboro, NC
  • 2025-09-22 → 2025-12-22
    Greensboro, NC
    Leawood, KS
  • 2021-05-20 → 2023-06-29
    Cetera Wealth Services, Llc
    Edenton, NC
    Greensboro, NC
    El Segundo, CA
    Clemmons, NC
    Greensboro, NC
  • 2019-12-02 → 2021-05-20
    Summit Financial Group Inc
    Greensboro, NC
  • 2016-02-11 → 2019-11-27
    Greensboro, NC
  • 2005-05-13 → 2016-02-12
    Clemmons, NC
    Greensboro, NC
    Greensboro, NC
    Greensboro, NC
    High Point, NC
    Asheboro, NC
    Winston Salem, NC
    Burlington, NC
    Greensboro, NC
    Greensboro, NC
    Greensboro, NC
  • 2001-12-31 → 2005-05-16
    Greensboro, NC
Other Businesses

(1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 11/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: CAN SELL FIXED INSURANCE PRODUCTS (2) NAME OF OTHER BUSINESS: HMC PARTNERS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 03/2011 POSITION/TITLE/RELATIONSHIP: PARTNER APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: PROVIDE FINANCIAL SERVICES (3) NAME OF OTHER BUSINESS: MONEY MATTERS PROPERTIES, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: REAL ESTATE START DATE: 03/2011 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: PRESIDENT OF HOLDING COMPANY FOR PROPERTY OF SALES OFFICE (4) NAME OF OTHER BUSINESS: HMC PARTNERS ; INVESTMENT RELATED: YES ; ADDRESS: 615 N TRADE ST, WINSTON, NC NC 27101 ; NATURE OF BUSINESS: RADIO SHOW ; START DATE: 12/2019 ; POSITION/TITLE/RELATIONSHIP: CO-HOST APX NUMBER OF HOURS PER WEEK: 2-3 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2-3 ; BRIEF DESCRIPTION OF DUTIES: RADIO SHOW FOR THE PURPOSE OF MARKETING SECURITIES BUSINESS TO THE PUBLIC ;

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-15
S63 Uniform Securities Agent State Law Examination 1987-03-17
  • S65 Uniform Investment Adviser Law Examination
    1998-07-15
  • S63 Uniform Securities Agent State Law Examination
    1987-03-17
Other Names
  • Gib Mceachran
  • Angus Gibbons Mceachran
  • A. Gib Mceachran

View on SEC IAPD

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