Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Megan? Claim Your ProfileMegan Marie Foard is a Registered Investment Advisor representative with Verdence Capital Advisors, LLC in Hunt Valley, MD. Megan has been in the industry since 2002 and has a Series 63, Series 65 and Series 7. Megan also holds the SIE exam. Previously, Megan worked at Deutsche Bank Securities Inc. in Baltimore, MD, ABN AMRO Financial Services, Inc. in Chicago, IL and Legg Mason Wood Walker, Incorporated in Baltimore, MD. Megan is also a Partner with Hunt Valley Partners, an investment partnership. Megan specializes in providing portfolio management for individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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
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.
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2
MD
12/13/2017 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
MD
04/12/2005 - 11/08/2017
DEUTSCHE BANK SECURITIES INC. (BALTIMORE MD)
IL
01/15/2004 - 04/07/2005
ABN AMRO FINANCIAL SERVICES, INC. (CHICAGO IL)
MD
04/05/2002 - 01/15/2004
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 10/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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