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Megan M Gerard

Country Capital Management Co.

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About Megan M Gerard

Megan Gerard is a financial advisor with Country Capital Management Co. in Grants Pass, Oregon. Megan has been in the financial services industry since 2011. Megan is licensed to sell securities in Oregon. Megan is also a Series 6 and Series 63 license holder. Megan holds the SIE (Securities Industry Essentials) designation.

Firm Information

Megan Gerard is currently registered with Country Capital Management Co.. Country Capital Management Co. is a corporation that was formed on August 4, 1965. The firm is registered with the SEC and in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

866

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.

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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Megan Gerard’s Registration & Firm History

OR

09/30/2011 - Present

Country Capital Management Co. (Grants Pass OR)

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Licenses & Designations

BC

Issued 10/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/28/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Megan M Gerard. Review regulatory record here.
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