Meagan MollCRD Number: 4629881
Current Firm: Meridian Wealth Advisors, LLC
Compensation Model: Fee Only
Meagan Moll (CRD# 4629881) is an Investment Advisor Representative working at Meridian Wealth Advisors, LLC in Austin, TX and has over 15 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 putclients' interests first and comply with the Financial Planning Practice Standards.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|Meridian Wealth Advisors, LLC||Austin, TX||Mar 2016 - Current||2|
|Meridian Wealth Advisors, LLC||Austin, TX||Dec 2015 - Current||2|
|Raymond James And Associates||Austin, TX||Apr 2012 - Mar 2016||3|
|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|
Total Assets Under Management133MILLIONS
Total Number of Accounts346ACCOUNTS
Average Account Value$384,393
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
LA, NM, TX
Meridian Wealth Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. The firm is not engaged in the practice of law or accounting.
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