Megan Tarpley is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in San Jose, CA, with 26 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1091 Lincoln Ave, San Jose, CA, 95125
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Megan owns 100% of TarpleyCFP, Inc., a financial practice. She dedicates a few hours per week to this activity.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations10 states
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