Denise Meehan, financial advisor Horsham PA
89 score

Denise Meehan

CRD Number: 6017801
Current Firm: Eagle Strategies LLC

Denise Meehan (CRD# 6017801) is an Investment Advisor Representative working at Eagle Strategies LLC in Horsham, PA and has over 3 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Horsham PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Jeffrey Jones, financial advisor Horsham PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Horsham PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Eagle Strategies LLC Horsham, PA Jun 2016 - Current < 1
Nylife Securities LLC Horsham, PA Jun 2016 - Current < 1
New York Life Insurance Company Horsham, PA May 2016 - Current < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pennington, NJ Aug 2014 - May 2016 1
Citizens Bank Plymouth Meeting, PA Apr 2014 - Aug 2014 < 1
Cco Investment Services Plymouth Meeting, PA Apr 2014 - Aug 2014 < 1
Cco Investment Services Corp. Plymouth Meeting, PA Oct 2012 - Mar 2014 1
Customers Bank Newtown, PA Mar 2012 - Oct 2012 < 1
Sovereign Bank Warminster, PA Dec 2010 - Mar 2012 1
Unemployed Warminster, PA Oct 2010 - Dec 2010 < 1
Mazzullo & Murphy Doylestown, PA Sep 2010 - Oct 2010 < 1
Sovereign Bank Newtown, PA Aug 2008 - Sep 2010 2
Giuseppe's Pizza Warminster / New Hope, PA May 2005 - Dec 2008 3
Tropic Tanning Doylestown, PA Jan 2008 - Aug 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2013
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Denise D. Meehan
Phone Number: (888) 695-3245
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Denise Meehan and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.