Megan Williams (CRD# 7097633) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 5 years of experience in the finance industry.
CRD# 5077551
Edward Jones
CRD# 4170630
Lpl Financial LLC
CRD# 2591615
Robert W. Baird & Company Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Fidelity Brokerage Services LLC | Westlake, TX | Apr 2019 - Current | 5 |
Unemployed | Dallas, TX | Dec 2018 - Apr 2019 | < 1 |
Owens Corning | Plano, TX | Jun 2017 - Dec 2018 | 1 |
Baylor University | Waco, TX | Aug 2013 - May 2017 | 3 |
3m | Saint Paul, MN | May 2016 - Aug 2016 | < 1 |
Bell Helicopter | Fort Worth, TX | May 2015 - Aug 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- TX
-
Total Assets Under Management818,776MILLIONS
-
Total Number of Accounts1,991,043ACCOUNTS
-
Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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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