Megan
Collins
Mccarthy & Cox Retirement & Estate Specialists LLC
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About this Advisor
Megan Collins is a financial advisor based in Marysville, Ohio, working with Mccarthy & Cox Retirement & Estate Specialists LLC. Megan has previously held positions at Nationwide Investment Services Corporation, Mccarthy & Cox Retirement & Estate Specialists, and Commonwealth Financial Network. Megan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Megan is part of Mccarthy & Cox Retirement & Estate Specialists LLC, which operates out of Marysville, Ohio. The firm has 20 employees and manages assets totaling $571.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Mccarthy & Cox Retirement & Estate Specialists LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mccarthy & Cox Retirement & Estate Specialists LLC Brokerage Details
$571,369,577
20
2,004
$285,115
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Megan Collins Work History
Mccarthy & Cox Retirement & Estate Specialists
Commonwealth Financial Network
Nationwide Investment Services Corporation
Disclosures
Please visit the SEC profile of Megan Collins 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 Mccarthy & Cox Retirement & Estate Specialists LLC
Marysville, OH
Marysville, OH
Marysville, OH
Marysville, OH
Marysville, OH
Marysville, OH
Marysville, OH
Marysville, OH
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