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Meghan Post Thomson

Ashton Thomas Securities, LLC

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About Meghan Post Thomson

Meghan Thomson is a financial advisor registered with Ashton Thomas Securities, LLC in Boston, MA. Meghan has been in the financial services industry since January 2019. Meghan is licensed in 28 states, including California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Idaho, Illinois, Louisiana, Maine, Maryland, Massachusetts, Missouri, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oklahoma, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, Texas, Vermont, Virgin Islands, Virginia, and Washington. Meghan holds Series 7, Series 63, and SIE licenses and has been with Ashton Thomas Securities, LLC since January 2024. Meghan specializes in financial planning, portfolio management for individuals and pension consulting.

Firm Information

Meghan Thomson is currently registered with Ashton Thomas Securities, LLC. Ashton Thomas Securities, LLC is a Limited Liability Company, formed on January 8, 2024, and registered with the SEC. Based in Rochester, NY, the firm offers a range of financial advisory services including financial planning, pension consulting, and portfolio management for individuals. They are licensed to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm manages over $409 million in assets and has a team of over 50 licensed professionals.
Ashton Thomas Securities, LLC

200 CANAL VIEW BLVD.

ROCHESTER, NY 14623

$409.08M

Assets Under Management

Not reported

Total Clients

43

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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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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percentage of assets

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

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Meghan Thomson’s Registration & Firm History

MA

01/11/2024 - Present

Ashton Thomas Securities, LLC (Boston MA)

MA

01/22/2019 - 01/18/2024

RAYMOND JAMES & ASSOCIATES, INC. (Boston MA)

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Licenses & Designations

BC

Issued 02/13/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/22/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/05/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Meghan Post Thomson.
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