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Megan Teresa Caulfield

Kestra Advisory Services, LLC

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About Megan Teresa Caulfield

Megan Caulfield is a financial advisor with Kestra Advisory Services, LLC. Megan has been in the industry since 2006 and has a Series 7, Series 66, and SIE license. Megan is a Certified Financial Planner and specializes in providing financial planning services to individuals, families, and businesses. Megan has over 15 years of experience in helping clients achieve their financial goals. Megan is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.

Firm Information

Megan Caulfield is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Megan Caulfield’s Registration & Firm History

FL

04/05/2023 - Present

Kestra Advisory Services, LLC (Destin FL)

FL

08/16/2006 - 04/12/2023

AMERIPRISE FINANCIAL SERVICES, LLC (PENSACOLA FL)

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Licenses & Designations

BOTH

Issued 09/01/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/15/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Megan Teresa Caulfield.
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