Megan
Coyne
Keener Financial Planning
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About this Advisor
Megan Coyne is a financial advisor based in Durham, North Carolina, working with Keener Financial Planning. Megan has previously held positions at Handford Financial Strategies, Joycepayne Partners, Virginia Polytechnic Institute And State University, School, Woodward Financial Advisors, Inc, Keener Financial Planning, and Marotta Wealth Management. Megan has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Megan is part of Keener Financial Planning, which operates out of Durham, North Carolina. The firm has 1 office and 10 employees. The firm manages assets totaling $293.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Keener Financial Planning includes hourly and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keener Financial Planning Brokerage Details
$293,747,764
10
554
$530,231
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Megan Coyne Work History
Keener Financial Planning
Woodward Financial Advisors, Inc
Marotta Wealth Management
Joycepayne Partners
Handford Financial Strategies
Virginia Polytechnic Institute And State University
School
Disclosures
Please visit the SEC profile of Megan Coyne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keener Financial Planning
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Keller, TX
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