Megan SchwabCRD 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.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Apriem Advisors||Irvine, CA||Jan 2020 - Current||2|
|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|
Total Assets Under Management1,008MILLIONS
Total Number of Accounts2,340ACCOUNTS
Average Account Value$430,721
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, HI, ID, MD, NH, NV, OR, PA, TX, WA
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