Megan P. Reynolds

ATLANTA CONSULTING GROUP ADVISORS

Lexington, KY 40507

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CRD#: 2551121

Professional summary

Megan Paige Reynolds, CFP®, who also goes by Megan Paige Kollar, Megan Paige Reynolds, Megan R Wilcox, is a registered financial advisor currently at ATLANTA CONSULTING GROUP ADVISORS, LLC located in Lexington, Kentucky and KINGSWOOD CAPITAL PARTNERS, LLC located in Lexington, Kentucky.

Megan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Megan has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Megan Paige Kollar | Megan Paige Reynolds | Megan R Wilcox

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) Atlanta Consulting Group - investment related - 309 E Paces Ferry Rd Ste 600 Atlanta GA 30305 - provide financial guidance, financial planning, and operations - Director of Private Wealth Operations - 7/1/2023 - 160+ hours - 130 hours - operations for Atlanta Consulting Group

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Paige Reynolds's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

August 15, 2023 - Present

ATLANTA CONSULTING GROUP ADVISORS, LLC

Office #1: 450 Old Vine Street Suite 310, Lexington, KY 40507

RIA

CRD#: 288169

Lexington, KY

Current

June 23, 2023 - Present

KINGSWOOD CAPITAL PARTNERS, LLC

Office #1: 340 South Broadway Ste 100, Lexington, KY 40508

CRD#: 288898

Lexington, KY

Past

February 13, 2013 - July 7, 2023

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

LEXINGTON, KY

Past

February 13, 2013 - July 7, 2023

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

LEXINGTON, KY

Past

March 22, 2004 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

RIA

CRD#: 4161

LEXINGTON, KY

Past

October 14, 1998 - February 13, 2013

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

LEXINGTON, KY

Past

September 3, 1998 - October 13, 1998

J.J.B. HILLIARD, W.L. LYONS, LLC

CRD#: 453

LOUISVILLE, KY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ATLANTA CONSULTING GROUP ADVISORS, LLC

ATLANTA CONSULTING GROUP ADVISORS, LLC | BREWER PRIVATE WEALTH

CRD#: 288169 / SEC#: 801-112054

RIA

Registered Investment Advisory firm - (11/21/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(6/23/2023)

Florida
(6/23/2023)

Georgia
(6/23/2023)

Kentucky
(6/23/2023)

IAR

Kentucky
(8/15/2023)

Ohio
(6/23/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/28/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/6/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/2/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 2/22/2001

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 2/20/2001

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

ATLANTA CONSULTING GROUP ADVISORS, LLC

ATLANTA CONSULTING GROUP ADVISORS, LLC | BREWER PRIVATE WEALTH

CRD#: 288169 / SEC#: 801-112054

RIA

Registered Investment Advisory firm - (11/21/2017 Approved)

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Contact information

Main Address

5600 Glenridge Drive Ne Suite 230 - East, Atlanta, GA 30342

Mailing Address

Phone number

(888) 317-2810

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ATLANTA CONSULTING GROUP ADVISORS, LLC - FORM ADV PART 2A - NOVEMBER 2025 (11/13/2025)

Regulatory assets under management

Total Number of Accounts	1,836
AUM (Assets Under Management)	$ 13,586,544,360

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Megan P. Reynolds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Megan Paige Reynolds's CRS (Customer Relationship Summary).

Certified licenses

Experience

KINGSWOOD CAPITAL PARTNERS, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MORGAN KEEGAN & COMPANY, LLC

MORGAN KEEGAN & COMPANY, LLC

J.J.B. HILLIARD, W.L. LYONS, LLC

Primary Firm SEC Registration

ATLANTA CONSULTING GROUP ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2000

Series 63

Date: 1/6/1999

SIE

Date: 10/1/2018

Series 7

Date: 9/2/1998

Series 10

Date: 2/22/2001

Series 9

Date: 2/20/2001

FINRA

Current Firm

ATLANTA CONSULTING GROUP ADVISORS, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATLANTA CONSULTING GROUP ADVISORS, LLC

TRUST BUT VERIFY

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