Megan Elizabeth Bergevin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → Present
  Lpl Financial, Llc
  Silverton, OR
• 08/2011 → 12/2017
  Lpl Financial, Llc
  Silverton, OR

Other Businesses

1) 7/12/2011: No Business Name - Real Estate Rental - Investment Related - Salem, OR - 0% Time Spent - Rental property. 2) 3/30/2012: Roberts, Ring & Fischer Wealth Management, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business).

Exams

• S66 Uniform Combined State Law Examination
  2017-10-02
• S63 Uniform Securities Agent State Law Examination
  2011-08-25

Other Names

• Megan Elizabeth Mccammon
• Megan Elizabeth Mccammon