Meagan Moe (CRD# 6815962) is an Investment Advisor Representative working at Teamwork Financial Advisors, LLC in San Antonio, TX and has over 5 years of experience in the finance industry. Meagan Moe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 4422977
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Teamwork Financial Advisors | San Antonio, TX | Feb 2022 - Current | 2 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jan 2018 - Jan 2022 | 4 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Jan 2018 - Jan 2022 | 4 |
| Texas Tech University | Lubbock, TX | Aug 2017 - Jan 2018 | < 1 |
| Charles Schwab | Phoenix, AZ | Jun 2017 - Aug 2017 | < 1 |
| Lee Financial Corporation | Dallas, TX | May 2017 - Jun 2017 | < 1 |
| Student | Dallas, TX | Feb 2012 - May 2017 | 5 |
| Teamwork Financial Group | San Antonio, TX | May 2016 - Sep 2016 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- TX
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Total Assets Under Management654MILLIONS
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Total Number of Accounts4,115ACCOUNTS
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Average Account Value$158,825
- 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)
AL, AZ, CA, CO, FL, GA, IL, KS, LA, NE, NM, OK, TX, VA, WA
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