Meghan A. Coyle
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Meghan Anne Coyle, who also goes by Meghan Coyle, was a registered financial professional .
Meghan is a previously registered financial professional and started their career in finance in 2010. Meghan had worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 18, 2016 - October 31, 2018
FUTUREADVISOR, INC.
September 14, 2015 - May 11, 2016
SECURIAN FINANCIAL SERVICES, INC.
September 11, 2015 - May 11, 2016
SECURIAN FINANCIAL SERVICES, INC.
January 29, 2013 - September 8, 2015
AVANTAX ADVISORY SERVICES
January 29, 2013 - September 8, 2015
AVANTAX INVESTMENT SERVICES, INC.
November 26, 2012 - February 7, 2013
ALLSTATE FINANCIAL ADVISORS, LLC
November 19, 2012 - February 7, 2013
ALLSTATE FINANCIAL SERVICES, LLC
February 18, 2011 - November 2, 2012
SIGNATOR INVESTORS, INC.
October 19, 2010 - November 2, 2012
SIGNATOR INVESTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
FUTUREADVISOR, INC.
CRD#: 154604 / SEC#: 801-71929
Contact information
Regulatory assets under management
| Total Number of Accounts | 5,011 |
| AUM (Assets Under Management) | $ 648,903,852 |
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.
