Susan McGrath (CRD# 4486875) is an Investment Advisor Representative working at McGrath & Associates, Inc. dba Holcombe & McGrath in Asheville, NC and has over 17 years of experience in the finance industry. Susan McGrath has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4333814
Edward Jones
CRD# 7008925
Edward Jones
CRD# 2883544
Beacon Pointe Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Holcombe & Mcgrath | Asheville, NC | Jan 1998 - Current | 26 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 1999 |
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Total Assets Under Management116MILLIONS
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Total Number of Accounts684ACCOUNTS
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Average Account Value$169,568
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, NC, TX, VA
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