Megan Conwell (CRD# 2703962) is an Investment Advisor Representative working at Principal Securities, Inc. in Magnolia Springs, AL and has 1 year of experience in the finance industry.
CRD# 1082994
Celia Mann Baehr, Cfp
CRD# 6780171
L&l Financial Services, LLP
CRD# 1276411
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities Inc. | Magonlia Springs, AL | May 2023 - Current | 1 |
| Principal Life Insurance | Magonlia Springs, AL | May 2023 - Oct 2023 | < 1 |
| Chubb/combined Employee Benefits | Magnolia Springs, AL | Aug 2022 - May 2023 | < 1 |
| New York Life | Magnolia Springs, AL | May 2022 - Nov 2022 | < 1 |
| Klatt Group Insurance Sales | Foley, AL | Oct 2018 - Aug 2022 | 3 |
| Beauticontrol/truaura Healthy Skin Care | Fairhope, AL | Jan 2015 - Oct 2018 | 3 |
| Homemaker | Fairhope, AL | Jan 1998 - Jan 2015 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
| S63 | Uniform Securities State Law Examination | Oct 2023 |
- AL
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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