Megan Freedman (CRD# 5031715) is an Investment Advisor Representative working at Advice And Planning Services in Brooksville, ME and has over 17 years of experience in the finance industry.
CRD# 4214698
Commonwealth Financial Network
CRD# 4749839
Principal Securities, Inc.
CRD# 5038503
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Brooksville, ME | May 2014 - Current | 9 |
| Tiaa-cref Individual & Institutional Services, LLC | Brooksville, ME | May 2014 - Current | 9 |
| Deighan Wealth Advisors | Bangor, ME | Nov 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- ME
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
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Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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