Megan Coyne has been an investment adviser representative at Keener Financial Planning since October 2022, and is not listed among the firm’s executive officers or direct owners.
Keener Financial Planning, LLC is a Keller, TX firm with $479M under management, 197 clients and 10 advisers across 2 offices, as of its July 2026 filing.
Megan Coyne’s longest registration is the current one, 3 years at Keener Financial Planning since 2022. Before joining Keener Financial Planning in 2022, Megan Coyne was registered through Woodward Financial Advisors, Inc. and Marotta Wealth Management, Inc.
- Keener Financial PlanningCurrent– present · 3 yearsDurham, NC · Adviser representative · Firm CRD 147615
- Woodward Financial Advisors, Inc.– · 2 yearsChapel Hill, NC · Adviser representative · Firm CRD 150641
- Marotta Wealth Management, Inc.– · 1 yearCharlottesville, VA · Adviser representative · Firm CRD 115645
Investment adviser representative registrations
Megan Coyne is registered as an investment adviser representative in North Carolina, since October 2022.
- North CarolinaSince 26 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 August 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Megan Nicole Coyne
- CRD
- 6742692
- Firm
- Keener Financial Planning · CRD 147615
- Office
- Durham, NC
- Registration
- Investment adviser registration
- In the industry since
- November 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Megan Coyne work?
Megan Coyne is an investment adviser representative registered through Keener Financial Planning, LLC since October 2022, and is not listed among the firm’s executive officers or direct owners.
Is Megan Coyne a financial advisor?
Yes. Megan Coyne has a current investment-adviser registration in North Carolina, through Keener Financial Planning since October 2022.
How many years of experience does Megan Coyne have?
Megan Coyne has 7 years in the financial industry, since November 2018, across 3 adviser firms.
What exams has Megan Coyne passed?
Megan Coyne passed the Series 65 in August 2018.
Where did Megan Coyne work before Keener Financial Planning?
Before Keener Financial Planning, Megan Coyne was registered through Marotta Wealth Management, Inc., August 2018 to January 2020.
Where is Megan Coyne based?
Megan Coyne’s registered office is in Durham, NC.
Is Megan Coyne registered with FINRA?
No. Megan Coyne has no current broker registration.
How can I verify Megan Coyne’s record?
Search CRD 6742692 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Megan Coyne’s full registration record.
