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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 Elise Gorman is an Investment Advisor Representative at Chequers Financial Management LLC. She has been in the industry since November 2003. Megan is registered with the state of California as an Investment Advisor Representative and with the state of Texas as a Resident Investment Advisor Representative. She holds the Series 7, Series 65, and Series 66 licenses. Megan has previously worked at MBSC Securities Corporation and Mercer Allied Company, L.P.. Her current firm specializes in highly tailored family office, estate, tax, wealth transfer, and strategic financial consulting to ultra high net worth clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Highly-tailored family office, estate, tax, wealth transfer, and strategic financial consulting to ultra high net worth clients
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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CA
03/02/2018 - Present
Chequers Financial Management LLC (SAN FRANCISCO CA)
CA
04/23/2013 - 03/09/2015
MBSC SECURITIES CORPORATION (SAN FRANCISCO CA)
CA
11/19/2003 - 02/25/2013
MERCER ALLIED COMPANY, L.P. (IRVINE CA)
IA
Issued 03/11/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 02/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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