Meagan BourgeoisCRD Number: 5940989
Current Firm: Janney Montgomery Scott LLC
Meagan Bourgeois (CRD# 5940989) is an Investment Advisor Representative working at Janney Montgomery Scott LLC in Goldsboro, NC and has over 6 years of experience in the finance industry.
On Investment Management Co
Lpl Financial LLC
Rbc Capital Markets, LLC
|Janney Montgomery Scott LLC||Goldsboro, NC||Aug 2017 - Current||< 1|
|Goldsboro Securities, LLC||Goldsboro, NC||Feb 2011 - Current||7|
|Raymond James Financial Services Advisors Inc.||Goldsboro, NC||Aug 2011 - Aug 2017||6|
|Raymond James Financial Services, Inc.||Goldsboro, NC||Jun 2011 - Aug 2017||6|
|Unemployed||Goldsboro, NC||Mar 2011 - May 2011||< 1|
|Wachovia Bank||Winston Salem, NC||Aug 2010 - Feb 2011||< 1|
|Wells Fargo Financial||Winston Salem, NC||May 2010 - Aug 2010||< 1|
|Unc-w||Wilmington, NC||Aug 2006 - May 2010||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management27,301MILLIONS
Total Number of Accounts84,453ACCOUNTS
Average Account Value$323,270
- A percentage of assets under your management
- 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
- Pension consulting services
- 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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