Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Howard is a registered investment advisor representative with Presidio Capital Management, LLC. Megan is licensed to provide financial advice in the state of California. Megan has been in the industry since 2023 and has a strong background in financial services. Megan offers a range of services including financial planning, portfolio management, pension consulting, and selection of other advisors. Megan works with a wide range of clients, including high-net-worth individuals, corporations, and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Selection of other advisers
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2
CA
11/11/2024 - Present
Presidio Capital Management, LLC (SAN DIEGO CA)
Active
Inactive
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