Meghan Elizabeth Mullikin
Investment adviser representative at Journey Advisory Group, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- Journey Advisory Group, LLCAug 2024 to now
- Mariner Wealth AdvisorsJun 2022 to Aug 2024
- Fifth Third BankMar 2020 to Jun 2022
- Fifth Third SecuritiesJun 2011 to Mar 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (KY).
Journey Advisory Group, LLC
$1.7BAssets managed
888Clients
18Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5457744
- Firm CRD
- 171919