Megan EdwardsCRD Number: 4503628
Current Firm: Lpl Financial LLC
Megan Edwards (CRD# 4503628) is an Investment Advisor Representative working at Lpl Financial LLC in Los Gatos, CA and has over 10 years of experience in the finance industry.
Skyoak Wealth Management, Inc.
Parker Investment Management, LLC
Three Bell Capital LLC
|Lpl Financial Corporation||Palo Alto, CA||Sep 2009 - Current||8|
|Ivy Financial Planning & Associates, LLC||Palo Alto, CA||Apr 2008 - Current||10|
|Associated Securities Corp.||Palo Alto, CA||Apr 2008 - Sep 2009||1|
|Associated Planners Investment Advisory, Inc.||Palo Alto, CA||Apr 2008 - Sep 2009||1|
|Associated Securities Corp.||Palo Alto, CA||Oct 2007 - Apr 2008||< 1|
|Associated Planners Investment Advisory, Inc.||Palo Alto, CA||Oct 2007 - Apr 2008||< 1|
|Ivy Financial Planning & Associates, LLC||Palo Alto, CA||Apr 2006 - Apr 2008||2|
|Associated Securities Corp.||Palo Alto, CA||Jan 2002 - Apr 2008||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2007|
Total Assets Under Management117,248MILLIONS
Total Number of Accounts551,780ACCOUNTS
Average Account Value$212,490
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- 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, MA, 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, WY
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