Megan Stallings Loftin

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2013 → 06/2021
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2021 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 06/2021 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Other Businesses

Name: Activate Good, Inc. Address: 1053 E. Whitaker Mill Road, Suite 115, Raleigh, NC 27604 Not Investment Related Nature: Religious Institution Position/Title: Board of Directors Start: 01/01/2024 Hours/Month: 4 Hours during Market Hours: 0 Duties: volunteer

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-02-17
• S66 Uniform Combined State Law Examination
  2008-01-03

Designations

• Certified Financial Planner

Other Names

• Megan Lynn Stallings
• Megan Lynn Stallings
• Megan S. Loftin