Meghan ChildsCRD Number: 5311263
Current Firm: Morgan Stanley
Meghan Childs (CRD# 5311263) is an Investment Advisor Representative working at Morgan Stanley in Chapel Hill, NC and has over 7 years of experience in the finance industry.
Wiser Financial Coaching, LLC
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
|Morgan Stanley Smith Barney||Chapel Hill, NC||Aug 2010 - Current||7|
|Target||Raleigh, NC||Apr 2009 - Current||8|
|Merrill Lynch||Cary, NC||Mar 2010 - Jul 2010||< 1|
|Merrill Lynch||Charlotte, NC||Mar 2007 - Apr 2009||2|
|Merrill Lynch||Charlotte, NC||Mar 2007 - Mar 2009||2|
|Rite Aid||Charlotte, NC||Sep 2002 - Aug 2007||4|
|American Community Bank||Charlotte, NC||Sep 2006 - Mar 2007||< 1|
|American Community Bank||Charlotte, NC||Aug 2006 - Mar 2007||< 1|
|Eckerd||Charlotte, NC||Sep 2002 - Mar 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2010|
|S66||NASAA Uniform Combined State Law Examination||Oct 2010|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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