Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Lundmark is a registered investment advisor representative with Iconiq Capital, LLC. Megan has been in the industry since July 2022. Megan has passed the Series 66 exam and is registered with the state of California. Megan has experience working for UBS Financial Services Inc and Iconiq Capital. Megan specializes in Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, and Selection of Other Advisers.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Portfolio managment for private foundations
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.
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CA
12/18/2024 - Present
Iconiq Capital, LLC (SAN FRANCISCO CA)
Active
Inactive
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