Megan WallCRD Number: 6210546
Current Firm: H.d. Vest Advisory Services, Inc.
Megan Wall (CRD# 6210546) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Newville, PA and has over 4 years of experience in the finance industry.
Red Wave Investments
Diamond Wealth Advisors
First Heartland Consultants, Inc.
|H.d.vest Advisory Services||Newville, PA||Mar 2014 - Current||4|
|Hd Vest Investment Services||Carlise, PA||Jun 2013 - Current||4|
|Alibis||Carlisle, PA||Nov 2009 - Current||8|
|St. Patrick School||Carlisle, PA||Aug 2009 - Current||8|
|Sniegocki Weaver Financial Services||Carlise, PA||Jun 2013 - Jan 2016||2|
|Unemployed||Carlise, PA||Jun 2009 - Aug 2009||< 1|
|Hyatt Regency Lake Tahoe||Incline Village, NV||Jan 2006 - Jun 2009||3|
|La Fondue||Incline Village, NV||Mar 2008 - Dec 2008||< 1|
|Washoe County School District||Incline Village, NV||Sep 2007 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management12,278MILLIONS
Total Number of Accounts56,222ACCOUNTS
Average Account Value$218,381
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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, VT, WA, WI, WV, WY
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