Meagan
Moll
Meridian Wealth Advisors, LLC
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About this Advisor
Meagan Moll is a certified financial planner working in Austin, Texas with a total of 7 years of industry experience. Moll works at Meridian Wealth Advisors, LLC. Throughout their career, Moll has worked at Raymond James And Associates and Meridian Wealth Advisors, LLC. Moll holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can serve investors in Texas. Meridian Wealth Advisors, LLC is a registered investment business that has its headquarters in Austin, TX. It administers $1 billion in assets among its 1,298 accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm advises six charitable organizations. Of its 1,298 client accounts, 66% are held by high-net-worth individuals who have at least $1 million in investable assets. The firm provides a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fee types charged by Meridian Wealth Advisors, LLC most likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Meridian Wealth Advisors, LLC Brokerage Details
$1,061,409,432
11
1,298
$817,727
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Meagan Moll Work History
Meagan has been registered as a financial advisor for 7 years.*
Meridian Wealth Advisors, LLC
Meridian Wealth Advisors, LLC
Raymond James And Associates
Raymond James And Associates
*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 Moll 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 Meridian Wealth Advisors, LLC
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
Austin, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
