Meghan Clark (CRD# 5212721) is an Investment Advisor Representative working at Advice And Planning Services in Pittsburgh, PA and has over 17 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 5335512
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tiaa | Pittsburgh, PA | Jan 2022 - Current | 2 |
| Tiaa-cref Individual & Institutional Services, LLC | Pittsburgh, PA | Jan 2022 - Current | 2 |
| Dan Jenkins | Pittsburgh, PA | Mar 2020 - Jan 2022 | 1 |
| Geoff Kasse | Pittsburgh, PA | Mar 2020 - Jan 2022 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Apr 2020 - Dec 2021 | 1 |
| Trying Together | Pittsburgh, PA | Sep 2019 - Mar 2020 | < 1 |
| Unemployed | Pittsburgh, PA | Oct 2018 - Sep 2019 | < 1 |
| Merrill Lynch Pierce, Fenner & Smith Incorporated | Pittsburgh, PA | Nov 2009 - Oct 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2007 |
- PA
-
Total Assets Under Management32,677MILLIONS
-
Total Number of Accounts73,602ACCOUNTS
-
Average Account Value$443,967
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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