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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Branham is an investment advisor representative at Principal Asset Management. Megan has been in the financial industry since 2007. Megan's experience includes roles at Lockton Financial Advisors, LLC, Columbia Management Investment Distributors, Inc., and Principal Life Insurance Company. Megan is registered in 15 states and holds Series 6, 7, 63, 65 and SIE licenses. Megan is also a CFA charterholder. Megan is dedicated to providing her clients with personalized financial advice and investment strategies.
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.
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.
Strategic management for diversified investment portfolios.
Spread lending management and advice; asset allocation services; providing model portfolios
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Charge on a cost allocation basis to principal life
1
2
CO
03/14/2024 - Present
Principal Asset Management (Denver CO)
MA
07/06/2015 - 05/17/2016
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
CO
01/29/2010 - 07/01/2015
LOCKTON FINANCIAL ADVISORS, LLC (DENVER CO)
BC
Issued 12/15/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/13/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/28/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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