Megan MinogueCRD Number: 4484765
Current Firm: Transamerica Financial Advisors, Inc.
Megan Minogue (CRD# 4484765) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Garden Grove, CA and has over 14 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Jst Investment Consulting
Asset Planning, Inc.
|Socal Technologies, Inc.||Garden Grove, CA||Jan 2015 - Current||1|
|Transamerica Financial Advisors, Inc.||Duluth, GA||Jan 2012 - Current||4|
|Castles Made Of Sand||Orange, CA||Aug 2008 - Current||8|
|World Financial Group, Inc.||Duluth, GA||Sep 2001 - Current||15|
|Investment Advisors International, Inc.||Duluth, GA||Sep 2011 - Jan 2012||< 1|
|World Group Securities, Inc.||Duluth, GA||Apr 2002 - Jan 2012||9|
|High Roller Rentals||Anaheim, CA||May 2008 - Sep 2011||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2002|
|S66||NASAA Uniform Combined State Law Examination||Sep 2011|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- 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
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