Greta Myerchin-tape
Professional summary
Greta Myerchin-tape, CFP®, who also goes by Greta Myerchin Mcgee, Greta Marie Myerchin, is a registered financial advisor currently at FRONTIER FINANCIAL PLANNING located in Fairbanks, Alaska.
Greta is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Greta has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Greta Myerchin-tape's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
February 2, 2018 - Present
FRONTIER FINANCIAL PLANNING
April 9, 2014 - July 5, 2016
NATIONAL PLANNING CORPORATION
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/2/2018)
Exams
Current Firm
FRONTIER FINANCIAL PLANNING
CRD#: 291824 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 66 |
| AUM (Assets Under Management) | $ 10,497,731 |
Red Flags
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