Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Elizabeth Marshall is a financial advisor with Captrust. Megan has been in the industry since 2016. Megan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and pooled investment vehicles. Megan is registered with the state of Indiana as both a Registered Investment Advisor and a Registered Representative. Megan has obtained the Series 65 and Series 63, as well as the SIE and Series 7 examinations. Megan is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
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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2
IN
05/06/2020 - Present
Captrust (Chesterton IN)
IN
02/22/2016 - 05/07/2020
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IA
Issued 09/25/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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