Megan Nicole Crofoot
Investment adviser representative at LPL Financial LLC
5 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
Are you Megan Nicole Crofoot? 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
5 years in the industry.
- LPL Financial LLCJul 2021 to now
- Mandie DodgsonApr 2021 to Jul 2021
- Paul SingerApr 2021 to Jul 2021
- Waddell & Reed IncApr 2021 to Jul 2021
- Comerica SecuritiesMar 2019 to Apr 2021
- BeachbodyAug 2018 to Sep 2019
- Comerica Securities, Inc.Aug 2016 to Feb 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6698960
- Firm CRD
- 6413