Meghan HerrlingCRD Number: 7097628
Current Firm: Fidelity Personal And Workplace Advisors
Meghan Herrling (CRD# 7097628) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Westlake, TX and has over 3 years of experience in the finance industry.
Hedgefield Wealth Management
Charles Schwab & Company, Inc.
Charles Schwab & Company, Inc.
|Fidelity Brokerage Services LLC||Westlake, TX||Apr 2019 - Current||3|
|Alight Solutions||The Woodlands, TX||Jun 2017 - Mar 2019||1|
|Texas A&m University||College Station, TX||Aug 2016 - May 2017||< 1|
|Nordstrom||Frisco, TX||May 2016 - Aug 2016||< 1|
|Texas A&m University||College Station, TX||Aug 2015 - May 2016||< 1|
|Poparella's Gourmet Popcorn And Treats||Frisco, TX||Jul 2011 - Dec 2015||4|
|Walt Disney World||Orlando, FL||Jan 2015 - May 2015||< 1|
|Bath And Body Works||Frisco, TX||Jun 2014 - Jan 2015||< 1|
|Texas A&m University||College Station, TX||Aug 2013 - Dec 2014||1|
|Wakeland High School||Frisco, TX||Aug 2009 - May 2013||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- 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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