Megan EarlCRD Number: 6574472
Current Firm: Ubs Financial Services Inc.
Megan Earl (CRD# 6574472) is an Investment Advisor Representative working at Ubs Financial Services Inc. in New York, NY and has over 5 years of experience in the finance industry.
Financial Life Focus, LLC
Park Avenue Securities LLC
Hightower Advisors, LLC
|Ubs Financial Services Inc.||New York, NY||Oct 2015 - Current||6|
|Coatchex LLC||New York, NY||Jul 2014 - Oct 2015||1|
|Momentum Worldwide||New York, NY||Jun 2013 - Jul 2014||1|
|Madison Square Garden||New York, NY||May 2012 - Jun 2013||1|
|Education- Indiana University||Bloomington, IN||Jun 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2016|
Total Assets Under Management572,471MILLIONS
Total Number of Accounts1,003,533ACCOUNTS
Average Account Value$570,455
- 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)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, 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, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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