Meghan Paul (CRD# 6724585) is an Investment Advisor Representative working at Potomac Advisors, Inc. in Los Angeles, CA and has over 6 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Potomac Advisors | Lakewood Ranch, FL | Sep 2016 - Current | 7 |
| Twenty20 | Marina Del Rey, CA | Dec 2015 - Jul 2016 | < 1 |
| Extended Travel | Various, NY | Jul 2015 - Dec 2015 | < 1 |
| Learnvest | New York, NY | Jul 2013 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2017 |
- FL
-
Total Assets Under Management17MILLIONS
-
Total Number of Accounts46ACCOUNTS
-
Average Account Value$369,017
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Market timing services
- Other
FL
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