Megan Woods (CRD# 6811951) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Denton, TX and has 1 year of experience in the finance industry.
CRD# 1286432
Equitable Advisors, LLC
CRD# 4638076
Fidelity Personal And Workplace Advisors
CRD# 4288287
Org Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Apr 2024 - Current | < 1 |
Principal Wealth Group | Denton, TX | Apr 2024 - Current | < 1 |
Principal Wealth Group | Denton, TX | Jan 2024 - Current | < 1 |
Cambridge Investment Research, Inc. | Fairfield, IA | Apr 2023 - Current | 1 |
Cambridge Investment Research, Inc. | Fairfield, IA | May 2021 - Apr 2024 | 2 |
Athlon Advisors | Denton, TX | Jan 2022 - Dec 2023 | 1 |
Stocker Woods Financial | Denton, TX | May 2021 - Jan 2022 | < 1 |
Texas Tech University | Lubbock, TX | Aug 2018 - Dec 2021 | 3 |
David's Bridal | Lubbock, TX | Nov 2020 - May 2021 | < 1 |
Swisher Courts/sports Support Athletic Center | Lake Dallas, TX | Sep 2016 - Aug 2018 | 1 |
Instinct Volleyball Club | Lake Dallas, TX | May 2015 - Aug 2018 | 3 |
Guyer High School | Denton, TX | Sep 2014 - May 2018 | 3 |
Harpool Middle School | Lantana, TX | Sep 2011 - Sep 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2024 |
S63 | Uniform Securities State Law Examination | Dec 2023 |
- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Market timing services
- Educational seminars/workshops
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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