Meghan Nalty-RoachCRD Number: 6949151
Current Firm: Triumph Capital Management
Meghan Nalty-Roach (CRD# 6949151) is an Investment Advisor Representative working at Triumph Capital Management in Denver, CO and has over 3 years of experience in the finance industry.
Motley Fool Wealth Management, LLC
Meridian Wealth Management LLC
|Triumph Capital Management||Denver, CO||May 2018 - Current||4|
|Schooling (highschool And College)||Fort Collins, CO||Jan 2009 - Apr 2018||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2019|
Total Assets Under Management412MILLIONS
Total Number of Accounts3,425ACCOUNTS
Average Account Value$120,264
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, ID, IL, IN, KS, MI, MO, NC, NE, NJ, NM, NV, NY, OH, OR, PA, TN, TX, WA, WI, WY
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