Megan Penn
Investment adviser representative at LPL Financial LLC
8 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Megan Penn? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
8 years in the industry.
- LPL Financial LLCDec 2022 to now
- Lincoln Financial Advisors CorporationJun 2022 to Dec 2022
- Queenstown Vet HospitalSep 2021 to May 2022
- LPL Financial LLCSep 2019 to Jul 2021
- Kestra Financial Services, IncApr 2016 to Sep 2019
- El JefeNov 2015 to Nov 2019
- Chesapeake Investment PlanningJun 2014 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 1 state (MD).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 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
- 6330163
- Firm CRD
- 6413