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Megan Gentille

6 Years of Experience
Mount Vernon, OH
Broker

Megan Gentille is a registered investment advisor, based in Mount Vernon, OH, with 6 years of industry experience.

Location

307 N Main St., Mount Vernon, OH, 43050

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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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Other Business Activities

Megan is an advisory representative of a registered investment advisor (RIA) and spends about 10-20% of her time on investment-related activities and trading. She is also an investment advisor representative (IAR) using trade names/DBAs for Mosaic Financial Group and TAG Wealth, spending about a quarter of her time and about 40% of her time, respectively, on investment-related activities and trading.

Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
July 2023 - Present · 2 yrs 10 mos
Cambridge Investment Research, INC.
July 2023 - Present · 2 yrs 10 mos
State Registrations3 states
DENCOH
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.
Megan Gentille - Financial Advisor | TrueAdvisor