Megan
Whitehead
Lpl Financial LLC
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About this Advisor
Megan Whitehead is a financial advisor based in Magnolia, Arkansas, working with Lpl Financial LLC. Megan has previously held positions at Southern Arkansas University, Forge Fund, First Allied Securities, Inc, Cetera Investment Advisers, Cetera Advisors LLC, Farmers Bank And Trust, and Lpl Financial LLC. Megan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arkansas and Texas. Currently, Megan is part of Lpl Financial LLC, which operates out of Magnolia, Arkansas. The firm has 17,453 offices and 35,841 employees. The firm manages assets totaling $463.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Lpl Financial LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lpl Financial LLC Brokerage Details
$463,475,486,343
35,841
1,910,545
$242,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Megan Whitehead Work History
Farmers Bank And Trust
Lpl Financial LLC
Forge Fund
Southern Arkansas University
Cetera Investment Advisers
Cetera Advisors LLC
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of Megan Whitehead to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lpl Financial LLC
Fort Mill, SC
Orlando, FL
Winter Park, FL
Wichita Falls, TX
Forest Hills, NY
Largo, FL
Santa Monica, CA
San Diego, CA
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