TrueAdvisor
TrueAdvisor
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Megan Mcclendon Meade

Protools
28 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Protools
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

777 108th Avenue Ne, Suite 2100, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Protools
October 2022 - Present · 3 yrs 4 mos
Pacific Financial Group, LLC
September 2022 - Present · 3 yrs 5 mos
The Pacific Financial Group, INC.
May 1997 - Present · 28 yrs 9 mos
State Registrations2 states
CAWA
Advisor
Exams
No exam information available for this advisor.