Megan
Marshall
Captrust
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About this Advisor
Megan Marshall is a financial advisor based in Chesterton, Indiana, working with Captrust. Megan has previously held positions at Purdue University, Lakeside Financial Group LLC, Lakesidefinancial Group LLC, First Allied Securities, Capfinancial Partners LLC (Captrust), and Capfinancial Securities LLC. Megan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Indiana. Currently, Megan is part of Captrust, which operates out of Chesterton, Indiana. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Megan Marshall Work History
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Lakesidefinancial Group LLC
First Allied Securities
Lakeside Financial Group LLC
Lakeside Financial Group LLC
Purdue University
Disclosures
Please visit the SEC profile of Megan Marshall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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