Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Trask is an Investment Advisor Representative at Connecticut Wealth Management, LLC. Megan has been in the industry since August 2011, and has been with Connecticut Wealth Management, LLC since January 2020. Megan holds a Series 65 license and is a Certified Financial Planner. Megan is registered with the state of Connecticut and Texas. Megan has experience providing financial planning and portfolio management services to individuals, high-net-worth individuals, charitable organizations, corporations, and other businesses. Megan is also on the investment committee at Village for Families and Children. Megan is committed to helping her clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Assets under advisement
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CT
06/22/2017 - Present
Connecticut Wealth Management, LLC (FARMINGTON CT)
IA
Issued 04/19/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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