Meghan Lusk is a CFP-designated registered investment advisor, based in Alexandria, VA, with 10 years of industry experience.
Location
330 John Carlyle Street, Suite 400, Alexandria, VA, 22314
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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.
Learn about disclosures →Employment History
Current Registrations
Capfinancial Securities, LLC.Broker
February 2025 - Present · 1 yr 7 mos
Captrust
February 2025 - Present · 1 yr 7 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
April 2019 - December 2024 · 5 yrs 8 mos
Campbell Wealth Management, INC.
March 2019 - March 2025 · 6 yrs
Sullivan, Bruyette, Speros & Blayney, LLC
May 2016 - February 2019 · 2 yrs 9 mos
Ing Financial Partners, INC
August 2011 - August 2012 · 1 yr
Ing Financial Partners, INC.Broker
July 2011 - August 2012 · 1 yr 1 mo
State Registrations3 states
DEFLVA
AdvisorBrokerBoth
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
No exam information available for this advisor.