AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AM

Angus G. Mceachran

THE RETIREMENT PLANNING GROUP
GREENSBORO, NC 27410
Some features on this profile are disabled
CRD#: 1488608
AM
Angus Gibbons Mceachran IIITHE RETIREMENT PLANNING GROUP

Professional summary

Angus Gibbons Mceachran III, who also goes by A. Gib Mceachran, Angus Gibbons Mceachran, Gib Mceachran, is a registered financial advisor currently at THE RETIREMENT PLANNING GROUP, LLC located in Greensboro, North Carolina.

Angus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Angus has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

A. Gib Mceachran | Angus Gibbons Mceachran | Gib Mceachran

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angus Gibbons Mceachran III's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 6, 2026 - Present

THE RETIREMENT PLANNING GROUP, LLC

Office #1: 2010-d New Garden Road, Greensboro, NC 27410
RIA
CRD#: 129625
GREENSBORO, NC
Past

September 22, 2025 - December 22, 2025

THE RETIREMENT PLANNING GROUP, LLC

RIA
CRD#: 129625
GREENSBORO, NC
Past

June 29, 2023 - December 22, 2025

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
GREENSBORO, NC
Past

May 20, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
GREENSBORO, NC
Past

December 2, 2019 - May 20, 2021

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
Greensboro, NC
Past

November 29, 2019 - December 22, 2025

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
GREENSBORO, NC
Past

February 11, 2016 - November 27, 2019

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA
CRD#: 168267
Greensboro, NC
Past

May 13, 2005 - February 12, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
GREENSBORO, NC
Past

May 13, 2005 - December 2, 2019

LPL FINANCIAL LLC

BD
CRD#: 6413
GREENSBORO, NC
Past

December 31, 2001 - May 16, 2005

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
GREENSBORO, NC
Past

November 2, 1994 - May 16, 2005

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
DES MOINES, IA
Past

February 26, 1992 - February 9, 1994

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178
FORT WAYNE, IN
Past

May 15, 1986 - February 19, 1992

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES

BD
CRD#: 4039
NEW YORK, NY
Past

May 15, 1986 - February 19, 1992

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TR
THE RETIREMENT PLANNING GROUP, LLC
THE RETIREMENT PLANNING GROUP, INC. | THE RETIREMENT PLANNING GROUP, LLC

CRD#: 129625 / SEC#: 801-62655

RIA
Registered Investment Advisory firm - (1/16/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(1/6/2026)
IAR
Texas
(1/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/15/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 3/17/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/14/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 5/5/1986
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/6/2005
General Securities Principal Examination

Current Firm

TR
THE RETIREMENT PLANNING GROUP, LLC
THE RETIREMENT PLANNING GROUP, INC. | THE RETIREMENT PLANNING GROUP, LLC

CRD#: 129625 / SEC#: 801-62655

RIA
Registered Investment Advisory firm - (1/16/2004 Approved)
Loading...

Contact information

Main Address
11460 Tomahawk Creek Pkwy Suite 400, Leawood, KS 66211
Mailing Address
Phone number
(913) 498-8898
Established
Firm type
Fiscal year end
# of Employees
58

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

THE RETIREMENT PLANNING GROUP ADV PART 2A FEBRUARY 2026 (2/12/2026)

Regulatory assets under management

Total Number of Accounts13,910
AUM (Assets Under Management)$ 4,451,007,696

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
11/24/2025
Cover Page
Report
08/08/2024
Cover Page
Report
11/27/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

THE RETIREMENT PLANNING GROUP, LLC

CRD#: 129625Greensboro, NC 27410

TRUST BUT VERIFY

Monitor Angus Mceachran

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Ann Benjamin Zuraw
Ann ZurawAdvisorCheck Check Mark
ZURAW FINANCIAL ADVISORS, LLC
IAR
GREENSBORO, NC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.