Megan Corrado, financial advisor Burlingame CA

Megan Corrado

CRD Number: 7069355
Current Firm: Lincoln Investment

Megan Corrado (CRD# 7069355) is an Investment Advisor Representative working at Lincoln Investment in Burlingame, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Investment Fort Washington, PA Feb 2019 - Current 3
University Of Connecticut Storrs, CT May 2015 - Dec 2018 3
Nick And Megan Musisca Dedham, MA May 2016 - Aug 2016 < 1
Dedham High School Dedham, MA Sep 2011 - Jun 2015 3
Roche Brothers Westwood, MA Sep 2013 - Nov 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2019
S63 Uniform Securities State Law Examination May 2019
Contact Info for Megan E. Corrado
Phone Number: 215-887-8111
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    17,732
    MILLIONS
  • Total Number of Accounts
    188,491
    ACCOUNTS
  • Average Account Value
    $94,076
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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

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