Megan SneedCRD Number: 6202239
Current Firm: Waddell & Reed
Megan Sneed (CRD# 6202239) is an Investment Advisor Representative working at Waddell & Reed in Independence, MO and has over 3 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Rockhurst University||Kansas City, MO||Jun 2015 - Current||1|
|Waddell & Reed, Inc.||Kansas City, MO||Aug 2014 - Current||2|
|Various Insurance Carriers For W&r Insurance Agencies||Kansas City, MO||Aug 2014 - Current||2|
|Central Exchange||Kansas City, MO||Jan 2014 - Current||2|
|Burch & Company, Inc,||Kansas City, MO||Oct 2013 - Aug 2014||< 1|
|M&a Securities Group||Kansas City, MO||May 2013 - Aug 2014||1|
|Cerner Corporation||Kansas City, MO||Apr 2012 - May 2013||1|
|Bridal Extraordinaire||Kansas City, MO||Apr 2011 - May 2013||2|
|Full Time Education||Kansas City, MO||Aug 2009 - May 2013||3|
|Unemployed||Kansas City, MO||Mar 2009 - Aug 2009||< 1|
|The Call||Kansas City, MO||Mar 2008 - Mar 2009||1|
|Joseph International||Kansas City, MO||Jun 2006 - Mar 2008||1|
|Youth With A Mission||Perth,||Jan 2003 - Jun 2006||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2013|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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
- 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, 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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