Megan ProcterCRD Number: 5350128
Current Firm: Sii Investments, Inc.
Megan Procter (CRD# 5350128) is an Investment Advisor Representative working at Sii Investments, Inc. in Oneida, WI and has over 3 years of experience in the finance industry.
Endowment Wealth Management, Inc.
Kerntke Otto Mcglone Wealth Management Group
Endowment Wealth Management, Inc.
|Sii Investments, Inc.||Oneida, WI||Jun 2014 - Current||3|
|Law Office Of Daniel Clanton||Colleyville, TX||Nov 2013 - May 2014||< 1|
|Legal Aid Of Nw Texas/dallas Volunteer Attorney Program||Dallas, TX||Mar 2013 - Nov 2013||< 1|
|Judge Thomas Critchley||Morris Co., NJ||Jul 2012 - Mar 2013||< 1|
|Unemployed||Dallas, TX||Dec 2011 - Jul 2012||< 1|
|Williams Sonoma||Dallas, TX||Oct 2011 - Dec 2011||< 1|
|Legal Aid Of Nw Texas/dallas Volunteer Attorney Program||Dallas, TX||Aug 2011 - Oct 2011||< 1|
|Bar-bri Bar Review||Fort Worth, TX||May 2011 - Jul 2011||< 1|
|Unemployed||Forth Worth, TX||Jan 2011 - Apr 2011||< 1|
|Texas Wesleyan University||Fort Worth, TX||Jul 2008 - Dec 2010||2|
|Kas Investments, Inc.||Green Bay, WI||Jun 2000 - Jul 2008||8|
|Uw Madison||Madison, WI||Mar 2006 - May 2008||2|
|Sii Invesments, Inc.||Appleton, WI||May 2007 - Jan 2008||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management4,390MILLIONS
Total Number of Accounts18,681ACCOUNTS
Average Account Value$234,997
- 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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