Meagan Moll, financial advisor Austin TX
96 score

Meagan Moll

CRD Number: 4629881
Current Firm: Meridian Wealth Advisors, LLC

Meagan Moll (CRD# 4629881) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 14 years of experience in the finance industry. Meagan Moll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Meridian Wealth Advisors, LLC Austin, TX Mar 2016 - Current < 1
Meridian Wealth Advisors, LLC Austin, TX Dec 2015 - Current 1
Raymond James And Associates Austin, TX Apr 2015 - Mar 2016 < 1
Raymond James And Associates Austin, TX Apr 2012 - Apr 2015 3
Unemployed Dallas, TX Jul 2011 - Apr 2012 < 1
Tolleson Wealth Management Dallas, TX Sep 2008 - Jul 2011 2
Frost National Bank San Antonio, TX Sep 2002 - Aug 2008 5
Frost Brokerage Services Sanantonio, TX Sep 2002 - Aug 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2003
S66 NASAA Uniform Combined State Law Examination Jun 2012
Contact Info for Meagan K. Moll
Phone Number: 512-796-2296
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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