Vincent Mccarron is a registered investment advisor, based in Rockville, MD, with 24 years of industry experience.
Location
2099 Gaither Road, Suite 110, Rockville, MD, 20850
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Vincent works as a client service representative for multiple entities, including Obsidian Personal Planning Solutions, Inc. and 401k Compliance Solution, taking about half of his time for the former and minimal time for the latter. Vincent also spends a few hours per week with M Group Insurance, quoting and processing life, disability, and long-term care insurance.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merit Financial Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Obsidian Personal Planning Solutions, LLC
Triad Advisors LLCBroker
National Planning CorporationBroker
State Registrations1 state
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