Advisor at Destiny Money Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Destiny Money Management
Location
Mathews, VA 23109
Credentials
Series 65
Industry experience
8 years
Financial Plan fee $500 (includes 1 year annual review); Investment Plan with Recommendations $350; Monthly Investment Review $35/month; Conferences and Workshops $75-$750 per attendee
IAR may receive commissions as a licensed insurance agent for sale of life, health, and fixed annuity products
Fee-only: Financial Plan: $500 including 1 year annual review; Subsequent reviews $150 each; Investment Plan with Recommendations: $350; Monthly Investment Review: $35/month; Educational Webinars: Free; Conferences and Workshops: $75 - $750 per attendee
Destiny Money Management
2018 - Present (8 years)
TIME Systems LLC
2017 - Present (9 years)
Freedom Ring Capital. LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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