Steven
Mcgregor
Missionsquare Retirement
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About this Advisor
Steven Mcgregor is a financial advisor based in Richmond, Virginia, working with Missionsquare Retirement. Steven has previously held a position at Icma Retirement Corporation. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Virginia. Currently, Steven is part of Missionsquare Retirement, which operates out of Richmond, Virginia. The firm has 9 offices and 623 employees. The firm manages assets totaling $668.2 million and offers services including portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Missionsquare Retirement includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Missionsquare Retirement Brokerage Details
$668,171,497
623
1
$668,171,497
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Steven Mcgregor Work History
Icma Retirement Corporation
Disclosures
Please visit the SEC profile of Steven Mcgregor 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 Missionsquare Retirement
Washington, DC
Phoenix, AZ
Champions Gate, FL
Washington, DC
Santa Clara, CA
Washington, DC
Glen Allen, VA
Edgewood, WA
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