Best Investors Account Sign in

Meghan Lusk

Captrust

Alexandria, VA

Claim This Profile
Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-02-27
  • VA RA
    APPROVED
    Since 2025-02-27

Branch Locations

330 John Carlyle Street Suite 400, Alexandria, VA 22314 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sullivan, Bruyette, Speros & Blayney, Llc Mclean VA 08/2012 01/2019
Campbell Wealth Management Alexandria VA 02/2019 12/2024
Madison Avenue Securities Alexandria VA 02/2019 12/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 12/2024 Present
Capfinancial Securities Llc Raleigh NC 12/2024 Present
  • 08/2012 → 01/2019
    Sullivan, Bruyette, Speros & Blayney, Llc
    Mclean, VA
  • 02/2019 → 12/2024
    Campbell Wealth Management
    Alexandria, VA
  • 02/2019 → 12/2024
    Madison Avenue Securities
    Alexandria, VA
  • 12/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 12/2024 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Previous Registrations
  • 2019-03-21 → 2025-03-28
    Campbell Wealth Management, Inc.
    Alexandria, VA
  • 2016-05-18 → 2019-02-08
    Sbsb Financial Advisors
    Mclean, VA
  • 2011-08-05 → 2012-08-28
    Voya Financial Advisors, Inc.
    Tysons Corner, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-05-31
S66 Uniform Combined State Law Examination 2011-07-27
  • S63 Uniform Securities Agent State Law Examination
    2019-05-31
  • S66 Uniform Combined State Law Examination
    2011-07-27
Designations
Other Names
  • Meghan C Lusk
  • Meghan Colleen Lusk

View on SEC IAPD

Other Firms

AMERIPRISE FINANCIAL SERVICES, LLC
INTEGRATED WEALTH CONCEPTS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
EDWARD JONES
THE EDGAR LOMAX COMPANY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

Cristina Gabalda
MARIO GABALDA
JOHN. W EXNER
FULTON BRIDGES
NICOLE RENEE WRIGHT
JEFFREY MARTIN CALLAN
Violet Son
Taekyung Yoon

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Alexandria, VA
INTEGRATED WEALTH CONCEPTS LLC · Alexandria, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Alexandria, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA
EDWARD JONES · Alexandria, VA
THE EDGAR LOMAX COMPANY · ALEXANDRIA, VA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · ALEXANDRIA, VA
LPL FINANCIAL LLC · ALEXANDRIA, VA

More in Alexandria, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor