Unclaimed
Megan Miller is an investment advisor representative at Towerpoint Wealth, LLC. Megan has been in the financial industry since 2014. Megan has a strong track record of success in helping individuals and families achieve their financial goals. She has a particular focus on working with high-net-worth individuals and families. Megan is committed to providing her clients with personalized financial advice and guidance. She is a highly skilled and experienced financial advisor who is dedicated to helping her clients 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.
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.
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2
CA
01/03/2023 - Present
Towerpoint Wealth, LLC (SACRAMENTO CA)
BC
Issued 03/01/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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