August 5th, 2020
Meghan Colleen Lusk, based in Alexandria, VA, is an Investment Advisor and a Broker (Dually Registered) with 5 years of experience. Meghan is registered with Campbell Wealth Management and Madison Avenue Securities, which provides investment advisory services for 11,100 clients.
After checking the registration records of Meghan Colleen Lusk, our system has identified the following question(s) to ask. Learn more.
Why did you become a Dually Registered advisor instead of a standalone Investment Advisor? How will I know when you are acting in a fiduciary capacity versus as a salesperson?
Why ask? There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor). Financial professionals who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.
Our system found no other registration questions to ask. Checks take place monthly.
After checking the regulatory records of Meghan Colleen Lusk, our system found no regulatory questions to ask. Checks take place monthly.
Meghan Colleen Lusk is is a Dually Registered registered with Campbell Wealth Management and Madison Avenue Securities. There are three types of financial advisors: Investment Advisors, Brokers, and Dually Registered professionals (advisors who operate as both a broker and an investment advisor).
Financial advisors who practice solely as an Investment Advisor are considered true fiduciaries, just like doctors or lawyers, and have fewer conflicts of interest. 99.2% of all financial advisors barred from the industry have been either a broker or dually registered advisor. Learn more.
|FINRA Active||Yes (View Finra BrokerCheck CRD#5806455)|
|SEC Active||Yes (View SEC IAPD CRD#5806455)|
|Office Address||330 John Carlyle St #400, Alexandria, VA 22314|
Meghan serves as a Wealth Manager and provides financial planning and investment analysis, research, and support to clients. She has found a passion helping clients reach their goals leading up to and during retirement. Meghan is eager to serve our clients and looks forward to working with you!
|% Assets||Ask Advisor|
Financial professional has not provided their certifications (e.g., CFP, CFA).
Form U4 filings contain a list of valuable disclosures that are relevant for Americans. Based on the most recent filing of Meghan Colleen Lusk, investor.com identified the following regulatory disclosures.
|Total Years Registered||5 years|
|Total Registered Employers||4|
Madison Avenue Securities, registered in 2009, is a Registered Investment Advisor (RIA) in 49 state(s) with a licensed staff of 85 advisors. Madison Avenue Securities manages $1.0 billion and provides investment advisory services for 11,100 clients (1:131 advisor/client ratio).
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Meghan has been registered as a Dually Registered for 5 years. Some professionals may maintain active licenses while performing in other business capacities for a financial advisory firm. Please refer to the firm’s website or other public disclosures.
A financial advisor may provide a variety of financial planning services for Americans. The primary goal of a financial advisor is to review your personal finances and work with you to achieve your life goals, e.g., saving for retirement, by creating a comprehensive financial plan. Financial advisors focus primarily on money management, including investments like stocks, ETFs, and mutual funds.
Financial planning services may include tax planning, estate planning, retirement planning, or life-based event planning such as saving for college, getting married, purchasing a home, paying down debt, or planning an inheritance.
investor.com does not rate or review individuals, nor do we support personal reviews. Instead, we encourage Americans to use regulator resources directly. From FINRA's File a Complaint page, "If you believe that a sales person, brokerage firm or other industry professional has treated you unfairly, contact the firm to see if you can resolve the issue. If you are still not satisfied with the firm's response, you can file a complaint with FINRA."
This automated report was generated using SEC and FINRA data and was last updated on August 5th, 2020*. For data support, email "firstname.lastname@example.org". Firms that receive a 4.5 or 5-star rating are considered Trusted by investor.com. Learn more.