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Alaina Dionne Mcgahan

3 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
246 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

111 Brawley School Rd, Mooresville, NC, 28117

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alaina spends the vast majority of her time providing financial services to members of the State Employees' Credit Union and also works as an agent for SECU Life Insurance Company. She also has an ownership stake in Laurel Fork Hauling LLC, a construction business, but devotes no time to it.

Employment History
Current Registrations
Credit Union Investment Services
August 2022 - Present · 3 yrs 6 mos
Secu Brokerage Services
January 2022 - Present · 4 yrs 1 mo
Secu Brokerage ServicesBroker
January 2022 - Present · 4 yrs 1 mo
State Registrations1 state
NC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alaina Dionne Mcgahan - Financial Advisor | TrueAdvisor