Unclaimed
Megan Brianne Bynum is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm that specializes in providing financial planning, portfolio management, and other investment-related services to individuals, families, and businesses. Megan has been in the financial services industry since 2012 and has a wide range of experience in helping clients achieve their financial goals. She is a Certified Financial Planner™ professional and holds the Series 7 and Series 66 licenses. In addition to her role at Cambridge, Megan is also a licensed insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
01/02/2018 - Present
Cambridge Investment Research Advisors, Inc. (Murpreesboro TN)
TN
06/18/2012 - 12/31/2017
LPL FINANCIAL LLC (MURFREESBORO TN)
BOTH
Issued 09/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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