Meagan
Moll

Meridian Wealth Advisors, LLC

CRD#4629881
Investment Advisor
in Austin, TX

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About this Advisor

Meagan Moll is a financial advisor based in Austin, Texas, working with Meridian Wealth Advisors, LLC. Meagan has previously held positions at Raymond James And Associates and Meridian Wealth Advisors, LLC. Meagan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Meagan is part of Meridian Wealth Advisors, LLC, which operates out of Austin, Texas. The firm has 11 employees and manages assets totaling $1.2 billion. The firm 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, pension consulting services, and selection of other advisers. The fee structure at Meridian Wealth Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3600 North Capital Of Texas Highway Building B, Suite 150
Austin, TX 78746

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Meridian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,223,913,676

TX Average: $3,042,739,679
Total Number of Employees

11

TX Average: 49
Total Number of Accounts

1,279

TX Average: 2,315
Average Account Size

$956,930

TX Average: $1,314,358

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

2023 - Present (1 year)

Meridian Wealth Advisors, LLC

2016 - Present (8 years)

Meridian Wealth Advisors, LLC

2016 - 2023 (7 years)

Meridian Wealth Advisors, LLC

2015 - 2016 (1 year)

Raymond James And Associates

2015 - 2016 (1 year)

Meridian Wealth Advisors, LLC

2012 - 2015 (3 years)

Raymond James And Associates

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

Christopher Popso
Austin, TX
Sophie Brooks-Ames
Austin, TX
Angela Cruz
Austin, TX
Meagan Moll
Austin, TX
Jacqueline Gordon
Austin, TX
Brian Noonan
Austin, TX
Joshua Galatzan
Austin, TX
Kerwin Price
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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