Megan Eberhart (CRD# 5945909) is an Investment Advisor Representative working at Summit Wealth Management LLC in Akron, OH and has 1 year of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 5523862
Whitaker-myers Wealth Managers, Ltd.
CRD# 1065232
Independence Capital Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Wealth Management, LLC | Akron, OH | May 2021 - Current | 3 |
| Johnson Investment Counsel | Columbus, OH | Aug 2018 - Apr 2021 | 2 |
| Gbq Consulting | Columbus, OH | Feb 2016 - Aug 2018 | 2 |
| Point72 Asset Management | New York, NY | Dec 2014 - Jan 2016 | 1 |
| Strs Ohio | Columbus, OH | Jun 2012 - Dec 2014 | 2 |
- OH
- TX
-
Total Assets Under Management79MILLIONS
-
Total Number of Accounts347ACCOUNTS
-
Average Account Value$227,949
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Pension consulting services
OH, TX
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