Colin Meddaugh (CRD# 6493975) is an Investment Advisor Representative working at EPHAS Financial, LLC, Madison Avenue Securities and AE Wealth Managment in Mount Pleasant, SC and has over 3 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Imagine Financial | Johns Island, SC | Feb 2022 - Current | 2 |
Ae Wealth Management, LLC | Topeka, KS | Nov 2018 - Current | 5 |
United States Navy Reserve | Charleston, SC | Feb 2015 - Current | 9 |
Madison Avenue Securities, LLC | San Diego, CA | Nov 2018 - Jan 2024 | 5 |
Ephas Llc, Dba Ephas Financial | Johns Island, SC | Nov 2018 - Feb 2022 | 3 |
First Command Advisory Services | Forth Worth, TX | Feb 2016 - Nov 2018 | 2 |
First Command Insurance Services, Inc. | Fort Worth, TX | Feb 2016 - Nov 2018 | 2 |
First Command Financial Planning, Inc. | Forth Worth, TX | Nov 2015 - Nov 2018 | 3 |
First Command Financial Planning, Inc. | Fort Worth, TX | May 2015 - Nov 2015 | < 1 |
United States Navy | Worldwide, DC | Jun 2003 - Feb 2015 | 11 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- GA
- SC
- TX
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Total Assets Under Management21,801MILLIONS
-
Total Number of Accounts177,044ACCOUNTS
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Average Account Value$123,137
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, VI, VT, WA, WI, WV, WY
Securities are offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. MAS and EPHAS are not affiliated companies. AEWM and EPHAS are not affiliated companies.
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