Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Lugar is a registered representative with Charles Schwab & Co., Inc., a firm with more than 919,128 clients. Megan is licensed in 51 states. Megan Lugar is a financial advisor with experience in both financial planning and the selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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TX
08/25/2021 - Present
Charles Schwab & CO., Inc. (Austin TX)
BC
Issued 09/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/19/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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