Meagan
Bourgeois
Janney Montgomery Scott LLC
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About this Advisor
Meagan Bourgeois is a financial advisor based out of Goldsboro, North Carolina, with a total of 6 years of industry experience. Bourgeois works at Janney Montgomery Scott LLC. Throughout their career, Bourgeois has worked at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Goldsboro Securities, LLC and Janney Montgomery Scott LLC. Bourgeois holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in North Carolina and Texas. Janney Montgomery Scott LLC is an advisory company that has its headquarters in Philadelphia, PA. It has offices in 118 locations and a total of 2,242 people on staff. It manages $73 billion in assets among its 216,397 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 1,526 charitable organizations. Of its 216,397 client accounts, 31% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules usually are based on which services are offered. However, fee types billed by Janney Montgomery Scott LLC can be comprised of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Janney Montgomery Scott LLC Brokerage Details
$73,000,611,319
2,242
216,397
$337,346
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
Meagan Bourgeois Work History
Meagan has been registered as a financial advisor for 6 years.*
Janney Montgomery Scott LLC
Goldsboro Securities, LLC
Janney Montgomery Scott LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Meagan Bourgeois 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 Janney Montgomery Scott LLC
Boca Raton, FL
New Haven, CT
West Hartford, CT
Atlanta, GA
Greenville, SC
Albany, NY
York, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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