Anne-Day Mccabe is a CFP-designated registered investment advisor, based in Midlothian, VA, with 20 years of industry experience. Anne-Day is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1 Park West Circle 310-E, Midlothian, VA, 23114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Anne-Day is an advisory board member at George Mason University, dedicating minimal time. She also works full-time as a financial advisor at Kestra Advisory Services, LLC and as President & CEO of Curo Private Wealth, and spends minimal time delivering paid speaking engagements.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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