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Megan Lee Clark

Brighter Financial Capital Management, LLC

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About Megan Lee Clark

Megan Clark is a financial advisor with over 8 years of experience in the industry. Megan is currently registered with Brighter Financial Capital Management, LLC, a firm that provides investment advice and financial planning services to individuals, families, and businesses. Prior to joining Brighter Financial Capital Management, LLC, Megan was a registered representative at Kalos Capital, Inc., where she focused on providing investment advice to high-net-worth individuals and families. Megan is a graduate of [insert university name] and holds a Series 7, Series 63, and Series 66 license. Megan is dedicated to helping her clients achieve their financial goals.

Firm Information

Megan Clark is currently registered with Brighter Financial Capital Management, LLC. Brighter Financial Capital Management, LLC is an investment advisor registered with the SEC. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. They manage approximately $112,104,007 in assets for 732 clients. The firm offers wrap fee programs and serves individuals, high-net-worth individuals, charitable organizations, corporations, pension and profit-sharing plans.

$112.10M

Assets Under Management

5

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Megan Clark’s Registration & Firm History

VA

04/01/2020 - Present

Brighter Financial Capital Management, LLC (RESTON VA)

VA

02/14/2014 - 09/30/2022

KALOS CAPITAL, INC. (RESTON VA)

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Licenses & Designations

BOTH

Issued 06/02/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Megan Lee Clark. Review regulatory record here.
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