Meghan Marie Tapia
Investment adviser representative at Pax Financial Group
14 yearsExperience
1 stateRegistered in
$747.1MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Pax Financial GroupJul 2023 to now
- Willow Tree BuildersDec 2021 to now
- AlliancebernsteinMar 2020 to Mar 2022
- Platinum Wealth Solutions of Texas, LLCApr 2019 to Mar 2020
- Renaissance Wealth Management Group of TexasJul 2012 to Feb 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Pax Financial Group
Legal name: Pax Financial Group, LLC
$747.1MAssets managed
1,350Clients
15Advisers
10 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
- 6035869
- Firm CRD
- 284164