ADVISOR BIO

Megan Elizabeth Scoggins is an investment advisor representative associated with Assetmark, Inc. Megan Scoggins has been in the industry for over 1 year. Megan Scoggins is a registered investment advisor representative in Arizona. Megan Scoggins is licensed to provide financial advice and products related to investment companies, variable contracts, and securities.

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ADVISOR BIO

Megan Edwards is a financial advisor with over 15 years of experience in the industry. Megan is currently registered with LPL Financial LLC and is licensed to offer investment advice in multiple states, including California, Texas, Arizona, Colorado, Florida, Hawaii, Illinois, Maryland, Minnesota, Nevada, New Jersey, New Mexico, North Carolina, Oregon, Utah, Virginia, and Washington. Megan has a strong background in financial planning and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Megan is committed to providing her clients with personalized financial advice and helping them reach their financial goals.

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ADVISOR BIO

Megan Marie Ward is a financial advisor who has been in the industry since 2010. Megan is registered with the state of California as a registered investment advisor and is also a registered representative for Eagle Strategies LLC. Megan is a Certified Financial Planner and a Chartered Financial Consultant. Megan specializes in providing financial planning, investment management, and retirement planning services. Megan has worked with a wide range of clients, including individuals, families, and businesses. Megan has a strong understanding of the financial markets and a commitment to providing her clients with personalized advice.

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ADVISOR BIO

Megan R. Newbold is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Megan has been in the industry since 2023 and holds Series 7TO, SIE, and Series 66 licenses. Megan specializes in providing financial advice to individuals, corporations, and charitable organizations. Megan is registered with the state of California and Texas.

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ADVISOR BIO

Megan Pritchard is a financial advisor registered with Raymond James & Associates, Inc. Megan has been in the financial services industry since 2023. Megan has experience in providing financial advice to individuals and businesses. Megan is licensed to provide financial advice in California and holds Series 7TO, Series 66, and SIE licenses.

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Megan Jane Whyte is an Investment Advisor Representative with IEQ Capital, LLC. Megan is registered in California and has been in the industry since 2002. Megan holds the Series 65 license. Megan has experience working with high-net-worth individuals and charitable organizations. IEQ Capital, LLC provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

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ADVISOR BIO

Megan Elizabeth Nielsen is an investment advisor representative for NFP Retirement Inc. based in Aliso Viejo, CA. Megan has been in the financial services industry since 2006. Megan is licensed in California and has Series 6, 63, and 65 licenses. Megan holds a license as a real estate broker and is also the President of Fort Stockton Investments, Inc.

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Megan Elise Gorman is an Investment Advisor Representative at Chequers Financial Management LLC. She has been in the industry since November 2003. Megan is registered with the state of California as an Investment Advisor Representative and with the state of Texas as a Resident Investment Advisor Representative. She holds the Series 7, Series 65, and Series 66 licenses. Megan has previously worked at MBSC Securities Corporation and Mercer Allied Company, L.P.. Her current firm specializes in highly tailored family office, estate, tax, wealth transfer, and strategic financial consulting to ultra high net worth clients.

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ADVISOR BIO

Megan Linford is a financial advisor at Fidelity Personal And Workplace Advisors, working out of the Mountain View, CA office. Megan has been a registered representative for over 6 years, and is licensed to sell securities in the state of California, Texas, and other states.

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ADVISOR BIO

Megan Zhang is a registered representative with UBS Financial Services Inc., registered with the state of California. Megan Zhang has been in the financial industry since October 22, 2010. Megan Zhang has a Series 7, Series 66 and SIE registration. Megan Zhang specializes in providing portfolio management, financial planning, pension consulting, educational seminars, selection of other advisers, and publication of periodicals. The firm's main office is located in Weehawken, New Jersey.

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