Meagan
Shields
Ethos Financial Group, LLC
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About this Advisor
Meagan Shields is a financial advisor based in Baton Rouge, Louisiana, working with Ethos Financial Group, LLC. Meagan has previously held positions at Peters Wealth Advisors, LLC and Louisiana Workers Compensation Corporation. Meagan has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Meagan is part of Ethos Financial Group, LLC, which operates out of Baton Rouge, Louisiana. The firm has 3 offices and 24 employees. The firm manages assets totaling $913.9 million 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, and selection of other advisers. The fee structure at Ethos Financial Group, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ethos Financial Group, LLC Brokerage Details
$913,934,805
24
2,482
$368,225
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
Meagan Shields Work History
Peters Wealth Advisors, LLC
Louisiana Workers Compensation Corporation
Louisiana Workers Compensation Corporation
Disclosures
Please visit the SEC profile of Meagan Shields 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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King Of Prussia, PA
Baton Rouge, LA
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