Megan Kopka (CRD# 5380442) is an Investment Advisor Representative working at Apprise Wealth Management LLC in Phoenix, MD and has over 16 years of experience in the finance industry.
CRD# 1582180
Thrivent Investment Management Inc.
CRD# 2436101
Abel Financial Management Company
CRD# 2763082
Mml Investors Services, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Apprise Wealth Management | Wilmington, NC | Feb 2024 - Current | < 1 |
Kopka Financial, LLC | Wilmington, NC | Jan 2018 - Current | 6 |
Raymond James Financial Services Advisors Inc. | Carolina Beach, NC | Jul 2016 - Jan 2018 | 1 |
Ferrer Advisory Services Inc. | Carolina Beach, NC | Jul 2016 - Jan 2018 | 1 |
Commonwealth - Cap | Wilmington, NC | Dec 2015 - May 2016 | < 1 |
Commonwealth Financial Network | Waltham, MA | Oct 2011 - Nov 2015 | 4 |
Pathfinder Wealth Consulting | Wilmington, NC | Oct 2011 - Nov 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2007 |
- NC
-
Total Assets Under Management42MILLIONS
-
Total Number of Accounts263ACCOUNTS
-
Average Account Value$160,326
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
MD, NC, NJ, NY, PA, TX, VA
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