Megan Resch
Megan Resch is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 20 years of industry experience. Megan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.
Fee Estimator
Location
305 Madison Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2014Customer Dispute
February 2011Other Business Activities
Megan operates under Guardian Wealth Management as a DBA for her LPL business since 2010. She also provides investment advisory services through Private Advisor Group, spending full-time hours on this activity.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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