Megan Louise Avery

Current Employers

Employment History

• 02/2003 → Present
  Legacy Associates
  Lutherville, MD
• 08/2009 → 03/2019
  Questar Capital Corporation
  Minneapolis, MN
• 03/2012 → 03/2019
  Questar Asset Management
  Lutherville, MD
• 03/2019 → 03/2020
  Woodbury Financial Services, Inc.
  Lutherville, MD
• 03/2019 → 03/2020
  Woodbury Financial Services, Inc.
  Lutherville, MD
• 03/2020 → Present
  Lpl Financial Llc
  Lutherville, MD

Previous Registrations

• 2019-03-01 → 2020-04-02
  Woodbury Financial Services, Inc.
  Lutherville, MD
• 2012-03-22 → 2019-03-01
  Questar Asset Management, Inc.
  Minneapolis, MN
  Lutherville, MD
  Lutherville, MD
• 2006-06-07 → 2009-08-24
  Berthel, Fisher & Company Financial Services, Inc.
  Monkton, MD
  Lutherville, MD
  Lutherville, MD
• 2003-09-29 → 2006-06-05
  Legacy Advisory Services, Inc.
  Lutherville, MD

Other Businesses

1. 3/27/2020 - Legacy Associates, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 11/28/1998 - 2 Hours Per Month. 2. 3/27/2020 - Legacy Transitions, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 05/01/2015 - 3 Hours Per Month - Time Spent 1%. 3. 3/27/2020 - 14 WEST, LLC - INVESTMENT RELATED - 1623 York Road, Lutherville MD 21093 - Real Estate Rental - Owner - Started 06/01/2018 - 2 Hours Per Month - Time Spent 2%. 4. 3/27/2020 - No Business - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/01/2009 - 40 Hours Per Month/10 Hours During Securities Trading - Time Spent 20% - Selling Life LTC Fixed SPIA. 5. 3/27/2020 - Legacy Tax Advisory, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started 01/01/2001 - 80 Hours Per Month/20 Hours During Securities Trading - Time Spent 10%. 6. 3/27/2020 - Legacy Consulting, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/21/2009. 7. 3/27/2020 - Legacy Consulting, LLC - Investment Related - At Reported Business Location(s) - Tax Prep/Accounting/CPA - Tax Preparer - Started 08/21/2009. 8. 3/27/2020 - 1623 YORK ROAD, LLC - Investment Related - 1623 York Road, Lutherville MD 21093 - Real Estate Rental - Owner - Started 12/04/2017 - 1 Hour Per Month - Time Spent 1%. 9. 09/06/2022 - Anarchy Designs - Not Investment Related - At Reported Business Location(s) - Other - Other Business Owner - Owner - Interior Designer - Start Date - 08/29/2022 - 6 Hours Per Month/0 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-09-17

Other Names

• Megan Louise Larson
• Megan Louis Avery