Megan Caulfield is a CFP-designated registered investment advisor, based in Destin, FL, with 19 years of industry experience.
Location
Destin, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Megan is involved in several business activities, including owning a luxury denim company, a fashion and art company, and a film production company. She also works as a CFP through Coastline Wealth and Kestra Advisory Services, dedicating nearly full-time hours to financial planning and investment advisory services.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 states
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