Meghan ChildsCRD Number: 5311263
Current Firm: Boundary Street Partners LP
Meghan Childs (CRD# 5311263) is an Investment Advisor Representative working at Boundary Street Partners LP in Chapel Hill, NC and has over 7 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Boundary Street Partners LP||Chapel Hill, NC||Aug 2017 - Current||< 1|
|Morgan Stanley||Chapel Hill, NC||Aug 2010 - Aug 2017||7|
|Target||Raleigh, NC||Apr 2009 - Aug 2010||1|
|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|
|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 Management67MILLIONS
Total Number of Accounts90ACCOUNTS
Average Account Value$740,377
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
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