Megan Brown, financial advisor Fort Worth TX
89 score

Megan Brown

CRD Number: 6210885
Current Firm: Smh Capital Advisors LLC

Megan Brown (CRD# 6210885) is an Investment Advisor Representative working at Smh Capital Advisors LLC in Fort Worth, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Smh Capital Advisors, Inc. Fort Worth, TX Jun 2013 - Current 3
Bar Etc. Irving, TX Jun 2012 - Current 4
Boys And Girls Clubs Of Greater Fort Worth Fort Worth, TX Mar 2012 - May 2013 1
Texas Christian University Fort Worth, TX Aug 2009 - May 2013 3
Aisd Arlington, TX Jun 2003 - Aug 2009 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2013
Contact Info for Megan Brown
Phone Number: 817-731-4308
Firm Website: http://www.smhca.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    340
    MILLIONS
  • Total Number of Accounts
    1,013
    ACCOUNTS
  • Average Account Value
    $335,458
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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