Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Avery is a financial advisor with LPL Financial LLC in LUTHERVILLE, MD. Megan has been in the financial services industry since December 4, 2000. Prior to joining LPL Financial LLC, Megan was employed by Woodbury Financial Services, Inc., Questar Capital Corporation, Berthel, Fisher & Company Financial Services, Inc., Legacy Financial Services, Inc., and SunAmerica Securities, Inc.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MD
03/27/2020 - Present
LPL Financial LLC (LUTHERVILLE MD)
MD
03/01/2019 - 04/02/2020
WOODBURY FINANCIAL SERVICES, INC. (LUTHERVILLE MD)
MD
08/21/2009 - 03/01/2019
QUESTAR CAPITAL CORPORATION (LUTHERVILLE MD)
MD
06/07/2006 - 08/24/2009
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (LUTHERVILLE MD)
CA
04/15/2003 - 06/05/2006
LEGACY FINANCIAL SERVICES, INC. (PETALUMA CA)
AZ
05/11/2001 - 04/25/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
12/04/2000 - 05/23/2001
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BOTH
Issued 09/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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