Megan Elizabeth Branch

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2019 → 02/2021
  Bb&T Securities, Llc.
  Williamsburg, VA
• 03/2017 → 06/2019
  Bb&T
  Williamsburg, VA
• 05/2015 → 03/2017
  Bb&T
  Williamsburg, VA
• 02/2021 → 11/2021
  Truist Investment Services, Inc.
  Williamsburg, VA
• 02/2021 → 11/2025
  Truist Advisory Services, Inc.
  Williamsburg, VA
• 11/2021 → 04/2023
  Truist Investment Services, Inc.
  Williamsburg, VA
• 04/2023 → 11/2025
  Truist Investment Services, Inc
  Winchester, VA
• 11/2025 → Present
  D.A. Davidson & Co.
  Winchester, VA

Previous Registrations

• 2021-02-17 → 2025-11-06
  Truist Advisory Services, Inc.
  Atlanta, GA
  Williamsburg, VA
  Winchester, VA
• 2019-12-09 → 2021-02-17
  Bb&T Securities, Llc
  Charlotte, NC
  Williamsburg, VA
  Richmond, VA

Exams

• S66 Uniform Combined State Law Examination
  2019-12-06

Designations

• Certified Financial Planner

Other Names

• Megan Elizabeth Cox