MC
MC

Maegan Cahoon

9 Years of Experience
Virginia Beach, VA

Maegan Cahoon is a registered investment advisor at Weisert Investment Services, INC., based in Virginia Beach, VA, with 9 years of industry experience. Maegan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 19 clients with $4.2M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$4.2M
Loading...

Location

Virginia Beach, VA

Get directions

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.

Learn about disclosures →
Other Business Activities

Maegan is an officer and business operations manager for myPRO, Inc., a Class A Construction Contractor, since 2012. This non-investment related activity takes about half of Maegan's time in general, but only requires minimal time from her directly.

Employment History
Current Registrations
Weisert Investment Services, INC.
June 2016 - Present · 9 yrs 11 mos
State Registrations1 state
VA
Advisor

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
No exam information available for this advisor.
Maegan Cahoon - Financial Advisor | TrueAdvisor