Megan Schwab, financial advisor Irvine CA

Megan Schwab

CRD Number: 7478103
Current Firm: Apriem Advisors

Megan Schwab (CRD# 7478103) is an Investment Advisor Representative working at Apriem Advisors in Irvine, CA and has 1 year of experience in the finance industry. Megan Schwab has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Apriem Advisors Irvine, CA Jan 2020 - Current 4
Better.com Costa Mesa, CA Jan 2019 - Jan 2020 1
Biola University La Mirada, CA Aug 2015 - Dec 2018 3
Mission Viejo High School Mission Viejo, CA Sep 2011 - Jun 2015 3

Megan Schwab has no recent exams reported.
Contact Info for Megan E. Schwab
Phone Number: (949) 253-8888
Firm Website: http://www.apriem.com
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    1,050
    MILLIONS
  • Total Number of Accounts
    2,467
    ACCOUNTS
  • Average Account Value
    $425,486
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, FL, HI, ID, MD, NH, NV, OR, PA, TX, WA

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