Meagan Curtis (CRD# 5945436) is an Investment Advisor Representative working at Edward Jones in Crescent City, CA and has over 10 years of experience in the finance industry.
CRD# 2954135
Integrity Financial Planners
CRD# 4411023
Edward Jones
CRD# 6525188
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | Crescent City, CA | Jun 2011 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- CA
- TX
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Total Assets Under Management692,248MILLIONS
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Total Number of Accounts4,749,388ACCOUNTS
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Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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