Megan Abbott (CRD# 7340912) is an Investment Advisor Representative working at Trajectory Financial Planning in Aurora, CO and has over 3 years of experience in the finance industry.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
CRD# 6818104
Winding Trail Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trajectory Financial Planning | Steamboat Springs, CO | Jul 2022 - Current | 1 |
| Trajectory Tax, LLC | Steamboat Springs, CO | Jun 2022 - Current | 1 |
| Delegated Planning, LLC | Denver, CO | Jan 2021 - Current | 3 |
| Dc Capital Management | Dillon, CO | Feb 2020 - Current | 4 |
| Moneta Group | St. Louis, MO | Sep 2019 - Feb 2020 | < 1 |
| Uchealth | Aurora, CO | Aug 2018 - Sep 2019 | 1 |
| Uchealth | Aurora, CO | May 2016 - Aug 2018 | 2 |
| Uchealth | Aurora, CO | Jul 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2020 |
- CO
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
CO
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