Megan Madden
Investment adviser representative at Delta Financial Advisors, Inc
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$234MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Regulus Financial Group, LLCOct 2025 to now
- Delta Financial Advisors, IncSep 2025 to now
- LPL Enterprise, LLCNov 2024 to Sep 2025
- The Prudential Insurance Company of AmericaDec 2023 to Sep 2025
- Pruco Securities LLCOct 2023 to Nov 2024
- UBS Financial Services Inc.Mar 2020 to Nov 2023
- The Ayco Company, L.p./mercer AlliedJun 2018 to Feb 2020
- The Ayco Company, L.P.Oct 2016 to Jun 2018
- The College of Saint RoseAug 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (MD).
Delta Financial Advisors, Inc
$234MAssets managed
245Clients
5Advisers
5 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
- 6970037
- Firm CRD
- 121907