AdFi
AG

Angus Gibbons McEachran

Investment Adviser Representative at THE RETIREMENT PLANNING GROUP, LLC

GREENSBORO, NCCRD #1488608Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
39 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
North Carolina
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 7/15/1998
Series 63
Uniform Securities Agent State Law Examination
Passed 3/17/1987
Series 24
General Securities Principal Examination
Passed 9/6/2005
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 4/14/2000
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 5/5/1986

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

THE RETIREMENT PLANNING Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

EQUICO SECURITIES, INC.
5/15/19862/19/1992NEW YORK, NY
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
5/15/19862/19/1992NEW YORK, NY
LPL FINANCIAL LLC
5/13/200512/2/2019GREENSBORO, NC
JEFFERSON-PILOT INVESTOR SERVICES, INC.
2/26/19922/9/1994FORT WAYNE, IN
CETERA WEALTH SERVICES, LLC
11/29/201912/22/2025GREENSBORO, NC
PRINCOR FINANCIAL SERVICES CORPORATION
11/2/19945/16/2005DES MOINES, IA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Angus Gibbons McEachran has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Angus Gibbons McEachran - Financial Advisor in GREENSBORO, NC | AdvisorFinder