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Roland Edward McIntyre

Mountaintop Wealth

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About Roland Edward McIntyre

Roland McIntyre is a financial advisor registered with the state of Tennessee. Roland is currently affiliated with Mountaintop Wealth. Previously, Roland was registered with VALIC FINANCIAL ADVISORS, INC. Roland has been in the industry since 2017. Roland offers financial planning and portfolio management services for individuals. Roland has completed the Series 66, Series 7 and SIE exams.

Firm Information

Roland McIntyre is currently registered with Mountaintop Wealth. Mountaintop Wealth is a financial advisory firm specializing in financial planning, portfolio management, and educational seminars for individuals. They are registered with the SEC and offer comprehensive financial services to help clients achieve their financial goals.

$318,955

Assets Under Management

20

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Roland McIntyre’s Registration & Firm History

TN

01/15/2023 - Present

Mountaintop Wealth (CHATTANOOGA TN)

TN

08/03/2017 - 01/27/2022

VALIC FINANCIAL ADVISORS, INC. (BRENTWOOD TN)

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Licenses & Designations

BOTH

Issued 08/23/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Roland Edward McIntyre.
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