Unclaimed
Megan Gaskamp is a financial advisor at LPL Financial LLC and has been in the industry since October 2005. Megan has a Series 7 and Series 66 license, and she has been registered with the state of Texas since November 2006. Megan has previously worked at A. G. Edwards & Sons, Inc. and Wells Fargo Investments, LLC. She is also a notary public and has been involved in real estate rental.
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.
1
2
TX
11/10/2006 - Present
LPL Financial LLC (KINGWOOD TX)
TX
07/31/2006 - 11/13/2006
A. G. EDWARDS & SONS, INC. (SPRING TX)
TX
10/13/2005 - 08/01/2006
WELLS FARGO INVESTMENTS, LLC (NEW CANEY TX)
BOTH
Issued 11/03/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Megan Gaskamp is the right advisor for you? Invested Better is here to help.