Megan Rene Roper

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

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

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

Current Employers

Employment History

• 08/2015 → 08/2017
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 10/2017 → 07/2020
  Charles Schwab & Co., Inc.
  San Mateo, CA
• 10/2017 → 07/2020
  Charles Schwab Bank
  San Mateo, CA
• 07/2020 → 10/2021
  Fidelity
  Sunnyvale, CA
• 10/2021 → 12/2021
  Charles Schwab Investment Advisory, Inc.
  Lone Tree, CO
• 10/2021 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 10/2017 → Present
  Charles Schwab Bank, Ssb
  Lone Tree, CO

Previous Registrations

• 2021-11-05 → 2022-01-25
  Charles Schwab Investment Advisory, Inc.
  Lone Tree, CO
• 2020-07-17 → 2021-10-04
  Fidelity Personal And Workplace Advisors
  Sunnyvale, CA
• 2017-10-31 → 2020-07-15
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  San Mateo, CA
  Los Altos, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-05-05
• S63 Uniform Securities Agent State Law Examination
  2015-09-28

Other Names

• Megan Daylor
• Megan Rene Daylor