Megan Wall (CRD# 6210546) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Palmyra, PA and has over 10 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Palmyra, PA | Jul 2022 - Current | 1 |
| Ameriprise Financial Services | Palmyra, PA | Jul 2022 - Jul 2022 | < 1 |
| Avantax Insurance Agency, LLC | Carlisle, PA | Jun 2018 - Jul 2022 | 4 |
| Avantax Advisory Services | Carlisle, PA | Mar 2014 - Jul 2022 | 8 |
| Avantax Investment Services, Inc. | Carlisle, PA | Jun 2013 - Jul 2022 | 9 |
| Sniegocki Weaver Financial Solutions | Palmyra, PA | Jun 2013 - Jul 2022 | 9 |
| Alibis | Carlisle, PA | Nov 2009 - Jul 2022 | 12 |
| Ameriprise Financial Services, LLC | Palmyra, PA | Mar 2020 - Mar 2020 | < 1 |
| Sniegocki Weaver Financial Services | Carlise, PA | Jun 2013 - Jan 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2013 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- PA
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, 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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