Megan Angle is a registered investment advisor, based in Elk Grove Village, IL, with 2 years of industry experience.
Location
845 Oakton St, Elk Grove Village, IL, 60007
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Megan is a partner at Porte Brown LLC, providing tax and accounting services, which takes nearly full-time. She also serves in leadership roles for the Illinois CPA Society and Tri-Town YMCA, and refers clients to advisors at Porte Brown Wealth Management. Megan is also an agent for Avantax Insurance Agency/Services, selling approved insurance products, dedicating minimal time to this.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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