Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Meghan? Claim Your ProfileMeghan Colleen Lusk is a registered representative with Campbell Wealth Management, Inc. Meghan has been in the financial services industry since 2011 and is currently registered with the state of Virginia. Meghan holds Series 63, 66, and 7 licenses. Meghan provides financial planning services and investment management to individuals and businesses. Meghan is also a Certified Financial Planner. Meghan has a long history in the financial services industry, having worked at ING Financial Partners, Inc., Sullivan, Bruyette, Speros & Blayney, LLC, and Madison Avenue Securities. Meghan's prior experience includes financial planning, wealth management, and investment management. Meghan has been with Campbell Wealth Management, Inc. since February 2019.
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.
Informational/educational/motivational workshops
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.
Workshops and seminars
1
2
VA
03/21/2019 - Present
Campbell Wealth Management, Inc. (ALEXANDRIA VA)
VA
07/11/2011 - 08/28/2012
ING FINANCIAL PARTNERS, INC. (TYSONS CORNER VA)
BC
Issued 05/31/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/27/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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